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Portfolio Management

Our seasoned advisors work closely with you to create a customized wealth management plan, leveraging diverse investment strategies and sophisticated tools to optimize your financial potential. Gain valuable insights into your investment portfolio with our sophisticated analysis tools. Our experts will assess your current holdings, identify opportunities for growth, and provide recommendations for strategic adjustments. Protect your assets and mitigate risk through our tailored risk management strategies. We'll help you build a resilient portfolio that safeguards against market volatility and unexpected events.

We offer managed programs through Excel Securities an SEC Registered Investment Advisor that provide personalized investment plans and professional advice based on your risk tolerance and goals. The non-discretionary programs offer a wide range of investment choices, Stock, Bond, Mutual fund, or Exchange Traded funds with rebalancing and performance reporting. The discretionary programs include offerings from Blackrock and Vanguard. Each of the managed offering provides customers with cutting-edge investment management tools, research, and performance reporting for an all-inclusive predictable quarterly fee. Ask your representative for detailed information.


Client Centered



Portfolio management is the process of selecting, monitoring, and rebalancing a group of investments to meet the specific goals and risk tolerance of an investor. We create a portfolio of investments to maximize returns while minimizing risk.

The portfolio management process typically involves the following steps:

1. Set investment goals:

1. Set investment goals:

The first step is to define the investor's investment goals. These goals could be to generate income, grow wealth, or preserve capital.

2. Determine risk tolerance:

2. Determine risk tolerance:

The next step is to determine the investor's risk tolerance. This will help to determine the types of investments that are appropriate for the portfolio.

3. Choose asset allocation:

3. Choose asset allocation:

Asset allocation is the process of dividing the portfolio among different asset classes, such as stocks, bonds, and cash.

4. Select investments: 

4. Select investments: 

Once the asset allocation has been determined, the portfolio manager will select specific investments within each asset class.

5. Monitor and rebalance:

5. Monitor and rebalance:

The portfolio manager will monitor the portfolio on a regular basis and rebalance it as needed to ensure that it remains aligned with the investor's goals and risk tolerance.

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