Portfolio Management

Strategic Portfolio Solutions develops and implements sophisticated investment strategies that help clients achieve their investment objectives, build, and preserve wealth within comfortable risk parameters. SPS employs fundamental and tactical asset allocation methods, along with risk management techniques to select appropriate investments for their clients and construct, manage, and monitor their portfolios.

Success is achieved through an active asset allocation approach combined with Modern Portfolio Theory to take advantage of market and macroeconomic changes both domestically and globally. SPS will shift asset weightings when appropriate to generate positive returns and mitigate downside risk even in the most challenging markets.

SPS implements investment plans with exchange traded funds (ETF's), mutual funds, individual equities, fixed-income, and options where appropriate.

Additionally, SPS may hire a sub-advisor that brings specific investment strategies and expertise to our clients' portfolio and individual preferences.