Portfolio Management
A New Standard Of Portfolio Management
As your trusted partner, we help you pursue your goals by constructing, managing and reviewing a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.
Using a wealth of resources, we gain insight into the risk and return characteristics of different investment options. Our research, proprietary macro rankings, and ongoing due diligence help us select a mix of asset classes that closely matches your individual preferences and appetite for risk. This approach weighs several factors – global growth, monetary policy, and valuations. Depending on the global economy, the perceived value of each factor may change. Updates of the global asset allocation are made on an ongoing basis, our investment strategy is active and has the ability to change with updates in the global economic cycle within the parameters of each client’s Investment Policy Statement.
Paramount Associates Wealth Management utilizes investments in both the public and private markets*. Ongoing analysis ranks mutual funds, exchange traded funds, and private market investments based on risk adjusted return, rank in category, expense, potential capital gain exposure, capture ratio, beta, and alpha. Individual stocks account for the majority of the domestic equity allocation within the Dynamic Asset Allocation models.
Our priority is to make informed financial decisions about the components of your portfolio. We also take care to assess the ongoing tax implications of your plan. When your needs and situation evolve, we adjust accordingly to ensure we are always in sync with you and measuring up to your expectations.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results. *Private market investments are not for everyone. There are stringent investor qualifications due to restrictions on transparency and liquidity. Private market investment internal costs vary in structure and amount – it is important to understand all risks involved.
Comprehensive Reviews
Staying on top of trends and events that influence the investment environment and your portfolio’s performance is crucial for us. We rely on deep resources, analysis and the insight of our team to keep your financial objectives in sight and help drive smart decision-making.