We create a custom portfolio for each client. Isn’t that too much? How do you manage it?
We start with five models that are based on risk level. Depending on you, we may stop there, with a model. But maybe, you have securities with significant tax implications upon sell or perhaps you have an investment with sentimental attachment. I can work with that. We modify the models to accommodate your specific circumstances We invest in stocks, bonds, ETFs and some institutional share mutual funds.