Investment portfolio management
Create a Long-term wealth and portfolio strategy
Our clients turn to us when they want to create long-term plans to grow and preserve investment assets most important to them, relying on our disciplined investment portfolio management process to balance risk and return, using tools such as strategic asset allocation, portfolio optimization software, and ongoing risk analytics to monitor volatility and drawdown exposure across market cycles in changing market conditions while staying aligned with their personal goals and family values. Many of our clients want to see their capital allocated to investment opportunities that improve the collective well-being of their communities, specifically in Tampa, by supporting local institutions, charitable organizations, and causes that make a visible difference across Tampa Bay’s neighborhoods while still fitting within a thoughtful, diversified investment strategy that incorporates modern portfolio theory principles, systematic rebalancing, and a mix of equities, fixed income, and alternative investments tailored to the client’s investment policy statement. Our team can help you allocate funds to the causes of your choice and show you strategies that can work to lower your overall tax burden.
Over the course of our lives, we all develop different views of the world, and an effective investment portfolio management strategy should reflect those changing perspectives by thoughtfully integrating your preferences for growth, income, risk tolerance, and social or philanthropic impact. In many cases, we choose to give back to the great institutions of art, sciences, government, and education that gave us so much throughout our lifetime. Whatever it is, we’ll help you give something back to the communities that helped you to flourish.
Presently, the tax code offers incentives for deploying capital through a diversified portfolio. Tax deductions are given for current contributions and, for estate owners, investment gifts can reduce the size of the estate to help minimize estate taxes.
Oftentimes, an individual will designate a investment beneficiary in their will to benefit the organization after the individual dies. By using investment gifting techniques, a donor may be able to benefit the portfolio while living without having to sacrifice the income that an asset can generate. Understanding how properly structured investment gifts can provide current benefits for both the donor and the portfolio could be important for the charitably inclined.
Additional Information About Financial Planning
