Portfolios for Your Unique Needs

At 1800 Asset Management, we believe that effective wealth management begins with clearly defining your objectives.

• We carefully design your portfolio to reflect your financial requirements, time horizon, risk tolerance, and unique circumstances, including tax sensitivity and existing holdings.
• Our highly qualified investment professionals recommend the appropriate asset allocation and investments that can help you achieve your investment goals, now and in the future.
• We listen to you. A comprehensive understanding of your situation is critical to our formulating the appropriate strategy for you.
• We identify your current and future needs and resources, and recommend the strategy that will help you secure your financial goals based on your individual preferences and tax efficiencies.
• The process results in a personalized asset allocation recommendation, which may range from a strong capital preservation orientation, with a primary allocation to short-term fixed income instruments, to a growth-oriented portfolio concentrated in equity investments.

Managing Your Assets

Our equity selection is based on extensive fundamental analysis to help us find those companies that we believe represent strong and consistent growth potential.

• We focus on selecting high-quality, diversified investments with the potential for above-average returns.
• We overlay this with our outlook for the market in order to determine which sectors of the equity market to overweight or underweight.
• Our goal always is to maximize returns consistent with your goals and objectives.

Fixed Income Can Help Reduce Risk

We believe that actively managing your fixed income allocation can help achieve above-average, lower-risk total return.

• Based on our interest-rate outlook, we structure the maturity and duration of your bond portfolio to take advantage of rising or falling rates.
• We also strategically allocate to sectors depending on forecasted interest spreads and a client's tax sensitivity.

Delivering Excellent Service

Highly personalized service is a key component of our approach to wealth management.

• We actively monitor your portfolio in the context of your goals, and meet with you regularly to review results.
• We also re-evaluate your goals, investment preferences, and the potential impact of life events that may have occurred, making the necessary adjustments to ensure that your portfolio is on track to help you achieve financial success.

To arrange an appointment at any of our offices or your home or business, please call 800-582-1076 or contact us.