Individuals & Families Client

Monitoring & Supervision

Any portfolio is bound to wander from its target allocation. Even if asset classes all perform exactly as expected, some will grow faster than others. When that happens, the risk of the portfolio drifts out of control.

We monitor your portfolio to see when it makes sense to trim bloated asset classes, thus reducing your exposure to any one portion of the world’s markets.

Our wealth management professionals help by assisting you with the following questions: Which specific assets should you sell? In what account? When? What are the tax considerations? What should you buy to replace them? How can trades – and trading commissions – be minimized?

Supervising a portfolio is like playing chess in several dimensions. We do it all the time.