Wealth Management

Our holistic investment selection process is a "two-pronged" client-oriented approach that focuses on the specific needs of each client.  The "first prong" is our macro client evaluation.  Our advisor who works with the client gathers as much information about the client's specific goals, suitability needs, time horizon, investment risk tolerance, and investment performance expectation.  The advisor presents that confidential client information to our investment committee for discussion and design.

The "second prong" is our micro client determination.  The investment committee employs stocks, bonds, mutual funds, exchange traded funds, option strategies, and any alternative investment that is appropriate for the client to build a portfolio tailored solely for that individual or family.  The objective of our process is to create a diversified portfolio with the goal of maximizing the investment return while assuming the least or appropriate amount of risk.

Our committee assists clients within the following areas:

  • Investment Portfolio Management
  • Asset Allocation
  • Investment Manager Selection
  • Third Party Managers
  • Alternative Investments
  • Option Strategies
  • Stock Market Analysis
  • Fixed Income Management
  • Equity Research
  • Investment Policy Statements
  • Mutual Fund Strategies

For more information, please contact cshensa@monteverdegroup.com.