Investment Management Services
Investment management is a significant component of our customized wealth management solution. Our experienced Wealth Advisors make themselves available to understand the different aspects of your life and financial goals. At Prestige Wealth Management Group, we develop and implement personalized investment management strategies that are designed with your unique financial goals in mind.*
We take a holistic approach to our investment management services. Your time horizon, return objectives, risk tolerance, tax situation and unique personal circumstances come together in a strategy that is tailored just for you. We strive to structure a diversified investment portfolio, proactively monitor your portfolio and rebalance strategically and tactically to help ensure that you remain on course to meet your financial goals.
Our Investment Management Services
Our approach to investment management combines an open architecture platform with our investment management capabilities to assist in providing the optimal mix of assets in your portfolio.
- Independent investment management advice
- Access to diversified investment products
- Investments matched to your financial needs and life goals*
- Proactive asset management process
- Allocations for 401(k)s and deferred compensation plans
- Aggregation of all your accounts for easy viewing and accurate planning
- Strategies for stock options, restricted stock and concentrated positions
*Based upon the information you provide to us.