PORTFOLIO & INVESTMENT MANAGEMENT

Through our portfolio management services, we can help you select a suitable investment mix based on your present circumstances, long-term financial goals, and risk preferences.

Portfolio Management, Columbia SC

It’s never too late to start working toward a financially sound future.

While there are no guarantees with investing, whatever you choose to invest in today could lay the foundation for a comfortable tomorrow. That’s where Modern Family Asset Management comes into the picture. Learn more below, and get in touch with our financial advisors today to request a consultation.

What is Portfolio Management?

Portfolio management is the strategic process of setting financial goals as well as selecting and managing an investment mix to help balance risk and performance. An investment portfolio can include a combination of the following: 

  • Stocks, Bonds and Cash
  • Exchange Traded Funds (ETFs)
  • Open and Closed end Mutual Funds
  • Market linked CDs and Structured Notes
  • Annuities Variable, Fixed or Market Linked
  • Other financial products and investments

When deciding on the right investment mix for you, considering the ever-changing market is crucial. A knowledgeable Modern Family financial advisor can help you align your mix with your goals by allocating assets, diversifying investments and rebalancing your portfolio over time as needed.

What Can We Help With?

Modern Family financial advisors can help you with:

What Can We Help With?

Modern Family financial advisors can help you with:

Allocating Assets

Though never guaranteed, smart allocation of assets is imperative to financial success. Based on your goals and market conditions, your advisor will decide on a strategy to divide your total assets across various accounts and investments. The goal is to balance the potential for growth with your appetite for risk.

Diversifying Investments

Diversifying your investments is a common strategy to help moderate risk. Considering how much you’re willing to invest along with your risk preferences, your financial advisor can help you decide upon an appropriate mix of securities. By “putting your eggs in different baskets,” you can mitigate risk due to changing market conditions in a given industry.

Rebalancing

The market is in constant flux. Changes to your portfolio should be expected over time. Regular rebalancing is important to help ensure your investments can remain on track with your goals. At Modern Family Asset Management, we are here to help keep an eye on your portfolio and provide rebalancing as needed to keep your mix in alignment with your risk/return profile.

Allocating Assets

Though never guaranteed, smart allocation of assets is imperative to financial success. Based on your goals and market conditions, your advisor will decide on a strategy to divide your total assets across various accounts and investments. The goal is to balance the potential for growth with your appetite for risk.

Diversifying Investments

Diversifying your investments is a common strategy to help moderate risk. Considering how much you’re willing to invest along with your risk preferences, your financial advisor can help you decide upon an appropriate mix of securities. By “putting your eggs in different baskets,” you can mitigate risk due to changing market conditions in a given industry.

Rebalancing

The market is in constant flux. Changes to your portfolio should be expected over time. Regular rebalancing is important to help ensure your investments can remain on track with your goals. At Modern Family Asset Management, we are here to help keep an eye on your portfolio and provide rebalancing as needed to keep your mix in alignment with your risk/return profile.

Tax Efficiency

Beyond simply keeping an eye on long-term growth, we can help you to manage the tax efficiency of your investments. We can help you understand the potential tax implications of your allocations and offer advice on strategies like tax-loss harvesting to help you limit the impact of taxes on your returns.

Let’s Get Started

Whether you already have a portfolio or need assistance getting started, the financial advisors at Modern Family Asset Management are here to help. We understand that there is no one-size-fits-all system. To that end, we always take the time to discuss our clients’ goals and work to get a full picture of your financial situation before making any recommendations.

Contact us today to build an investment strategy that aligns with your goals.

Disclosure

Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Advisors, LLC and Modern Family Asset Management are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: SC, GA, MO, NC - powered by Enfold WordPress Theme