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How do we monitor your portfolio over time? We reach out to you over the phone at least once per quarter and review your portfolio with you. First we will look at your progress toward your goals. Are you on track or do we need to make adjustments to your plan? We sometimes make strategic changes to your asset allocation if your circumstances or your risk tolerance have changed. Occasionally, we will make tactical adjustments to your allocation based on market conditions - temporarily overweighting or underweighting a particular asset class or segment. Finally, we review your managers and decide if they are still the best choices for you. Unlike managers who are strict asset allocators, we do not automatically rebalance quarterly. Particularly in taxable accounts, we favor letting gains run and managing under-performing managers out of your portfolio.
WrapManager can help you take advantage of these sophisticated solutions. Unlike mutual funds, many of the best institutional managers don’t work directly with retail investors. WrapManager provides access to these managers for people with as little as $500,000 to invest. We are managed money specialists. We will build you a custom, diversified portfolio of managers and monitor them over time. Our clients are busy, successful people who rely on us to manage their portfolio of investment managers so they can focus on living their lives. To find out what we can do for you, call (800) 541-7774 or click for a FREE Money Manager and Asset Allocation Proposal today.