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.
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.
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.
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.
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.
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.