Unconventional Investor, LLC - Services
Portfolio Management
For clients seeking a trusted long-term partner, portfolio management is the solution. Included in your low annual fee are all the services needed to keep your investments on track. All you need to do is earn and save and I do the rest!
- Twice annual rebalancing (see Rebalancing section)
- Investment of new cash consistent with your target allocation
- Modify target allocation as life changes necessitate
- Manage the allocation within your tax deferred and taxable portfolios, balancing volatility and taxes
- Goal setting and planning assistance; help you understand where you will be when you need your money
- Security oversight
- Annual portfolio review
- Annual allocation review
- A resource for your questions
