Investment Management
We craft personalized portfolios for financial goals, including private alternatives with continuous monitoring and refinements for ongoing success.
Services Include:
- Custom Active Portfolio Management-monitored daily,
- Low Cost, Tax Efficient Investments
- Rules-Based Portfolios
- Private Alternative Investments when suitable
- Portfolio Hedging Strategies
- Ongoing monitoring, rebalancing, tax loss harvesting
- On Demand access to performance reporting
There is no guarantee that tax loss harvesting saves tax dollars. Investing involves risks including
potential loss of principal.
- Portfolio Risk Analysis
- Portfolio Stress Testing-test the impacts of historic markets scenarios versus your current portfolio
- Employee benefits: 401k retirement/ profit sharing plans
- Company Stock planning, stock options, Restricted Stock Unit (RSU), Incentive Stock Options (ISOs), Employee Stock Purchase Plan (ESPP)
- Other employer savings, deferred compensation, Employee Stock Ownership (ESOP), pension
- Managing concentrated stock positions
- Socially Responsible Investing / Environmental Social & Governance (ESG)
What you can expect from us,
should you choose to embark on your financial journey with Stratos Private Wealth, we want you to take our service on a test drive. Three meetings to help define your life goals, gain a better understanding of where you're at now and a plan for going forward. Confidential, trusted and complimentary.
We'll spend 90-minutes together going through our honest conversation, a behavioral finance exercise to determine what's most important to you and gather data to build your financial plan.
Take the next step
Schedule time to speak to a SPW advisor and find out how we can tailor your finances to youNeed to up your finance game?
From investment strategies, market updates, to tips, tricks and, tax planning- our advisors write regularly on our blog aiming to simplify a variety of complicated topics. No jargon, or hard to follow terms, just real help written by real humans.