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 strategy to build on your strengths, while diversifying to balance risk.
How We
Do It…
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
1
Review your current financial situation to include the following:
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
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
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
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
