Broker Check

Portfolio Management

Your Partner for Investment Advice and Portfolio Management

At Market Street Wealth Management, we understand that every individual's financial goals and risk tolerance are unique. That's why we take a personalized approach to portfolio management, carefully crafting a strategy that aligns with your specific needs and objectives in accordance with the financial plan we develop alongside you.

  • Fiduciary Duty: Your Interests Come First

    As a fiduciary, we have a legal and ethical obligation to act in your best interests at all times. This means that we will always prioritize your financial well-being, making decisions that are solely focused on achieving your long-term goals. While this may seem like common sense, the financial industry is full of professionals that are not legally required to put your interests ahead of their own.

  • The Role of Investment Management Inside of Your Financial Plan

    Effective portfolio management is an integral part of a comprehensive financial plan. Our job is to work closely with you to understand your financial situation, risk tolerance, and long-term goals. We’re committed to planning first and investing second. This panoramic approach ensures that your investment strategy is aligned with your overall financial objectives.

  • Personalized Portfolio Strategies: Tailored to Your Individual Needs

    There is no one-size-fits-all approach to portfolio management. We'll carefully consider your unique circumstances, including your investment horizon, risk tolerance, and financial goals, to develop a portfolio strategy that is tailored to your specific needs. It’s also important for us to fully understand your tax situation as this will impact the portfolio construction.

  • Risk Management

    We believe that wisely managing risk is the cornerstone of a sound investment strategy. We'll work with you to understand your situation in order to develop a diversified portfolio across a range of asset classes and risk management strategies. This could include stocks, bonds, mutual funds, Exchange Traded Funds (ETFs), and other investment vehicles. We’ll also help you evaluate the role insurance products could play in your financial plan that could potentially help to mitigate risks and/or enhance long-term returns.

  • Ongoing Monitoring and Rebalancing: Staying on Track

    Market conditions are constantly changing, and your portfolio needs to adapt accordingly. We'll regularly monitor your portfolio's performance and make adjustments as needed to ensure that it remains aligned with your long-term goals.

    While some of this monitoring and rebalancing will happen as a standard part of the investment management process, it is important to understand that the financial planning process is very personal. As a result, our process is specifically designed to remain flexible as your goals change and your life unfolds.

    Furthermore, our process requires regular communication to ensure we understand the changes that may be taking place in your life.

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An Experienced Team

Our team of experienced financial advisors has a deep understanding of the financial markets and a shared commitment to provide independent, objective advice to our clients. We'll provide you with the guidance and support you need to make informed investment decisions.