Investment Management

Imagine not having to worry about rebalancing your portfolio or choosing appropriate investment options. Let us do it for you so you can focus on the things you enjoy.

Pricing

PWR’s Investment Management Services start at $5,000 per year. Ongoing comprehensive financial planning is included at no additional charge.

 

Get Started

Each Investment Management client must start by doing a comprehensive financial plan. Schedule an initial call to speak with a PWR Advisor.

Our Investment Process:

When you become an investment management client, your designated CFP® professional creates a custom comprehensive financial plan for you, including a custom strategy detailing the steps required for you to meet your financial goals. This is a 2-3 meeting process that covers all areas of your financial life such as an investment strategy, tax analysis and insurance recommendations to name a few.

After the plan has been completed and agreed upon, with your final approval, we implement the recommendations on the prioritized checklist created for you during the planning process. Whether it is putting your cash to work or implementing a rebalance, we take care of what needs to be done while updating you along the way so you can feel secure that you are making progress on the things that are important to you financially.

We start our investment process by determining the best PWR model for your situation. This is based on the return required to meet your goals, the amount of volatility you are comfortable with and other factors we take into consideration.

Then we evaluate custom strategies such as the following:

  • Tax-efficient holdings

  • Asset location preferences

  • Bucket strategy

  • Backdoor Roth conversions

  • Tax-efficient withdrawal strategies

  • Tolerance Band Rebalancing

  • Tax Loss Harvesting


Our Investment Philosophy:

We are long-term investors that believe in passive, low-cost investing. Our core models consist of broad, diversified mutual funds and ETFs that are held at Pershing, the third largest custodian in terms of asset size.

We specialize in impact investing as we have witnessed negative environmental, social and governance (ESG) factors translating into risks in the financial markets. Our desire to insulate our clients from these risks to the greatest extent possible has led us to do exhaustive research on impact and ESG investing, and we are implementing those strategies. ESG metrics apply an additional layer of due diligence to traditional financial portfolio construction.

Want to learn more about ESG? Read our blog posts on different ESG topics.

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