Wealth &
Protection Planning

Portfolio Management

Through our portfolio management programs, you allow your Wealth Advisor to take on the responsibility of making day-to-day investment decisions.  This relieves you of the stress of having to make those decisions yourself. 

To serve as your portfolio manager, your Wealth Advisor must have significant experience and advanced training, and he or she must have passed a stringent industry examination.  These requirements ensure that your Wealth Advisor is equipped with the knowledge and experience necessary to make informed decisions about your investment portfolio. 

A Customized Portfolio Based on Your Unique Situation
  • After working with you to review your goals, objectives, and risk tolerance, your Wealth Advisor will determine the investment style and asset allocation that are best suited for your investing needs.  Each investment will then be chosen based on your unique situation. 
Personal Service & Sound Advice
  •  When your Wealth Advisor is serving as your portfolio manager, not only do you benefit from professional portfolio management, you also receive personalized service from someone you know and trust, someone who is intimately acquainted with your financial goals and concerns, someone with whom you have already established a one-on-one working relationship. 
  • You also know that your Wealth Advisor is backed by a wide array of resources and investment analysis that will help him or her make investment decisions that make sense based not only on your situation but also on what's going on with the markets and economy.  

Contact a STRIVE Wealth Advisor for more information about our portfolio management programs. 

Please note that the use of asset allocation or diversification does not assure a profit or guarantee against a loss.
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