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Investment Management

 

 

We provide objective advice based on your specific objectives, time horizons, and asset levels. We construct a comprehensive asset allocation for your consolidated accounts, customize an investment portfolio focused on your goals, and work in concert with you and your CPA to minimize the impact of taxes on your wealth.  

To address your investment management needs, we:

  • Provide you with personalized, objective investment advice based on your personal objectives, risk tolerance, and investment constraints. 
  • Help you identify your values and priorities to create a customized portfolio that uses multiple investment strategies and is aligned with your financial objectives.  
  • Work with you to construct and manage a comprehensive asset allocation for all accounts based on your risk tolerance, tax considerations, time horizon, asset level, balance sheet, and cash flow needs.  
  • Move your accounts in-kind so you maintain your holdings, we control the tax exposure and develop an investment strategy and portfolio designed to retain solid positions while eliminating underperforming positions over time.  
  • Design a portfolio aimed at minimizing taxes by considering account types, asset location within various investment vehicles, and other tax-efficiency measures to support long-term wealth accumulation.

Alternative Investments

For our high-net-worth clients, the expanding array of vehicles for non-traditional, alternative investing offers attractive opportunities for diversification. Prosperity is diligent about helping clients build portfolios of appropriate assets and strategies that are right for them. 

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Learn more about how our expert team can help you achieve your financial goals. 

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