ASSET MANAGEMENT

Investment advisory and management services begin the implementation phase for a client. CollaborativeWealth™ serves as the registered investment advisor, guiding the client through the process of analyzing and investing their financial assets.

Action Plan • Risk Assessment
Asset Allocation • Analysis of Current Investments
Recommended Securities • Supporting Research

A client's Wealth Manager/Investment Specialist helps to develop a client's investment philosophy. This philosophy identifies return objectives, as well as an optimal allocation and appropriate benchmarks for comparison. It will also identify appropriate risk tolerance, and any tax considerations, as well as the relevant time frame and any liquidity requirements.

The Wealth Manager/Investment Specialist will assist in building an efficient portfolio comprised of many types of securities. All recommendations are consistent with the client's investment philosophy. This might be a partial modification of a client's existing portfolio, or a complete modification. We will lead the search and selection process for money managers by starting with an in-house review of historical performance. Once the selection process is complete, the Wealth Manager/Investment Specialist can turn to careful review of new managers. The Wealth Manager/Investment Specialist can then generate a recommendation report, which includes information gathered regarding quantitative and qualitative manager screens.

Once investment decisions are made, the Wealth Manager will monitor asset performance through reviews and communications with the client. Ongoing portfolio review and rebalancing completes the investment process for the investment specialist and the client.

• Comprehensive Financial Planning
• Investment Advisory & Management
• Risk Management
• Product Consulting
• Innovative Collaboration