Fiduciary Partner constructs an asset management solution for each client suited to meet individual needs based on investment objectives, risk preferences, time horizon, cash flow needs, outside or illiquid holdings, tax status and other factors.
Our clients are offered the highest level of service from a team of investment professionals personally assigned to handle a client’s specific needs. Your primary point of contact will be responsible for timely communication, keeping clients updated on market activity, the economy and positioning of the portfolio.
We feel the most important performance factor in any portfolio is asset allocation. After our initial consultation, we will begin by creating a suitable personal investment policy statement. A personal investment policy statement determines the macro allocation between stocks, bonds and cash. In conjunction with the sub-macro allocation decisions, such as weightings towards value vs. growth, domestic vs. foreign and market capitalizations, the framework is established. Once your policy is complete, individual security selection is finalized.
We continually monitor the securities in your portfolio and rebalance the asset classes quarterly unless the allocation deviates by more than 2.5%. Your personal investment policy statement is formally reviewed with you at least annually to verify its suitability.
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