facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Investment Management

Custom Portfolio Design To Address Complex Financial Goals

At Provence Wealth, customized portfolio design and management is at the core of our offerings.

Many of our clients seek us out specifically for our investment management expertise. Our proven process starts by building a sophisticated financial plan and global portfolio allocation. We acknowledge your core assets and build a custom investment solution to build on your strengths, while diversifying to balance risk.

How We Do It...

Step 1.

Review Your Current Financial Situation

  • Tax returns and deduction strategy
  • Trusts, estate plan and corporate structure
  • Company-sponsored retirement plans
  • Business Succession plan
  • Retirement projections
  • Asset allocation
  • Savings strategy
  • Charitable giving
  • Concentrated stock

Step 2.

Optimize a New Plan

  • Maximize tax deductions
  • Restructure trusts and corporate entities
  • Utilize retirement projections to test efficiency
  • Build a concentrated stock strategy
  • Optimize global asset allocation

Step 3.

Build a Custom Investment Strategy

  • Choose optimal investment structures
  • Utilize a proper mix of individual stocks, ETFs and real estate
  • Allocate trust, corporate, Roth and pre-tax assets uniquely
  • Determine true risk and build adequate global allocation

Step 4.

Actively Rebalance to the Changing Market

  • Tax harvest gains and losses to optimize savings
  • Implement a Roth conversion strategy
  • Rotate sectors to increase return probability
  • Fluctuate asset allocation to changes in market outlook

All investing involves risk including loss of principal. No strategy assure success or protects against loss.