{"id":2691,"date":"2019-03-27T21:16:36","date_gmt":"2019-03-28T01:16:36","guid":{"rendered":"https:\/\/blog.bradpine.com\/?p=2691"},"modified":"2019-08-28T13:04:40","modified_gmt":"2019-08-28T17:04:40","slug":"the-true-evolution-of-investing-personalized-customized-tax-efficient","status":"publish","type":"post","link":"https:\/\/blog.bradpine.com\/2019\/03\/27\/the-true-evolution-of-investing-personalized-customized-tax-efficient\/","title":{"rendered":"The True Evolution of Investing: Personalized Customized & Tax efficient"},"content":{"rendered":"\n
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One of the major benefits of being an independent advisor is the ability to evolve and enhance my clients\u2019 investment strategy choices. At the Bradford Pine Wealth Group (BPWG), we\u2019re always on the lookout for more effective ways to offer my clients personalized, risk managed, and tax sensitive portfolios. As an independent advisor, I\u2019m not reliant on any one company to provide me with the best of what they have. Instead, it\u2019s my view that I have the ability to provide my clients with the best of what\u2019s out there overall (oftentimes people think they\u2019re getting this kind of service when they\u2019re actually not). <\/strong><\/p>\n\n\n\n

In any case, after extensive due diligence process, BPWG recently forged a partnership (November 2018) with a large asset management company who will allow me to bring white glove service and a higher degree of customization to my clients\u2019 investment portfolios. <\/strong><\/p>\n\n\n\n

This wasn\u2019t easy to find, as such a high level of service isn\u2019t available at most firms.<\/strong><\/p>\n\n\n\n

Truly individualized asset management can be difficult to offer because it requires expertise, technology, and sufficient infrastructure. That\u2019s why so many investors are put in one-size-fits-all \u201cmodel\u201d portfolios which they don\u2019t actually realize that they are in, and this also doesn’t meet their specific needs. At the same time, you probably recognize the value in having your preferences and financial needs addressed in your investment strategy. <\/strong><\/p>\n\n\n\n

While my business has always been focused on providing truly <\/strong>individual<\/strong><\/em> investment management for each of my clients, this relationship gives me the opportunity to offer so much more. Investors with $1 million in investable assets now have the ability to access a customized and actively managed portfolio, which means a lot \u2013 in my opinion, it is a strategy comparable to those used by institutional investors. <\/strong><\/p>\n\n\n\n

Of course, that doesn\u2019t mean it\u2019s for everyone: if you choose to stay in your well-diversified model portfolio you can still receive a lot of the benefits of diversification and market exposure. But here\u2019s why this approach to portfolio management matters so much to me as an advisor \u2013 and why I think you should also consider it for your own investments. <\/strong><\/p>\n\n\n\n

What can a personalized\nstrategy offer?<\/strong><\/p>\n\n\n\n

Personalized portfolio management isn\u2019t management by a mathematical model and is not \u201cset it and forget it\u201d. It\u2019s about reflecting the goals, objectives, risk tolerance and preferences of the investor. It is a thoughtful approach driven by a dedicated portfolio management team who I work very closely with on a daily basis \u2013 and who my clients can also interact with on a regular basis. This type of investment management can give you greater precision in aligning your investment strategy with your objectives and overall financial life. <\/strong><\/p>\n\n\n\n

Your personalized investment portfolio can:<\/strong><\/em><\/p>\n\n\n\n