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Managed Asset

Today's market environment occasionally requires the ability to move in and out of markets in a timely manner and that is where our Managed Asset platforms come into play. These platforms are designed for investors who want the ability to select from a vast universe of investments to create a portfolio customized to their specific needs and goals and have the ability to move in and out of sectors or specific securities as conditions mandate.

The breadth of investment types and choices to construct a custom-tailored portfolio can range from managing assets for tax minimization to addressing the need for current income to seeking capital appreciation. We have the ability to combine investments you already own with portfolio strategists, alternative investments and specific securities to help work towards the potential success of your long-term plan.

As we monitor your portfolio, we will keep you informed of changes, educate you about your choices and help you make decisions as market conditions or your personal situation may change. Each platform has a unique set of characteristics such as automatic rebalancing, tactical portfolio updates, and access to account services such as check writing ability and so on. Please contact us so that we can learn more about your specific needs.

 

Please note that rebalancing investments may cause investors to incur transaction costs and, when rebalancing a non-retirement account, taxable events will be created that may increase your tax liability. Rebalancing a portfolio cannot assure a profit or protect against a loss in any given market environment.

Our Team

Susan Jerris

Susan
Jerris

LPL Registered Principal 
Email Susan
CA Insurance License #0662706
Broker Check
 
Anthony Roble

Anthony
Roble

LPL Registered Administrative Assistant
Email Tony
CA Insurance License #0K61923
Broker Check
 
Diana Esperon

Diana
Esperon

Administrative Assistant
Email Diana
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