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Portfolio Management

Portfolio Management

Portfolio Management

Expert Portfolio Management

Our portfolios are built on the core investment principles of global diversification, tax awareness, and cost sensitivity. Rooted in economic theory and implemented with state-of-the-art technology, our portfolios seek high returns while managing risk. With decades of experience, our investing team has responsibly managed billions of dollars and is committed to investment excellence and helping you reach your long term financial goals.

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A Holistic Wealth Management Solution

Progress Wealth Management uses a holistic approach to wealth management. Different than most financial advisors, we tailor our clients portfolio to a whole host of different needs that our clients have.

Five Simple Steps To Building Your Portfolio

1. We Get to Know You

We want to know more about you, your lifestyle goals and your life so we don’t miss anything.

2. We Get to Know Your Financial Life

We’d like to review your spending, financial goals, current accounts, investments, your career, savings and earning potential.

3. We Figure Out What Strategy Helps you Reach Your Financial Goals, Easiest

We review all of the information you provided us and figure out what your biggest problems are as well as what options for investment management best solve them.

4. We Implement Your Strategy

Once you’ve agreed and it all makes sense, we’ll manage the funds you have available and are open to us managing and make changes when necessary along the way.

5. We Monitor Your Financial Life

We’ll work with you at each step of the way to ensure you stay on track for your goals and to keep you up to date with the markets and your portfolio.

Why use Progress Wealth Management for Investment Management?

Skip the middleman with Direct Indexing.

Directly invest in hundreds of the largest U.S. stocks, as
opposed to using an ETF or mutual fund, to reduce costs,
increase transparency, and capture tax benefits for our
clients.

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Diversify globally.

Strategist gives our clients exposure to 10k+ securities
globally, so they can capture growth potential from companies around the world, while reducing exposure to individual company risks.

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Lower your costs.

Strategist is designed to keep portfolio expenses low. By carefully evaluating the expenses and trading costs of investments,
we help keep more money in our clients’ portfolios.

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Save on taxes.

Strategist model portfolios aim to lower our clients’ tax bills.
Model portfolios are carefully constructed to reduce the negative impact taxes can have on their take-home returns.

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We start with a highly diversified model portfolio, strategically allocated among global markets.

Let us Help You Create The Financial Future You Deserve!

Contact us to learn how we’ve helped literally thousands of people retire with the lifestyle they dreamed of.

Contact Us Today

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Progress Wealth Management • email us at blaine@progresswealthmanagement.com• Meet us at 12183 West 57th Ln Arvada, Colorado, United States of America 80002 • Hours Of Operation: 7AM - 7PM, Monday through Friday • Blaine Thiederman MBA, CFP®
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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Progress Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Progress Wealth Management an Investment Advisor in the State of Colorado. Being registered as an investment adviser does not imply a certain level of skill or training.
• Progress Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.
• Securities offered through Charles Schwab & CO and Altruist Financial LLC, Member FINRA/SIPC. Progress Wealth Management Charles Schwab & CO and Altruist financial, LLC are separate entities, independently operated. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Colorado or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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