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  3. Investment Management

Investment Management

  • Understand your needs and expectations – time horizon for distributions, income needs, growth objective, tax situation, experience with market fluctuations, etc.
  • Develop a written, personal Investment Policy Statement (IPS).
  • Portfolio construction, investment selection, and execution of trades.
  • Periodic reporting.
  • Re-balance portfolio on an opportunistic basis and when appropriate to meet your needs.
  • Monitor portfolio allocation and underlying investments.
  • Re-allocate portfolio due to changes in the economy, your objectives, or performance of the mutual fund manager selected.
  • Tax loss harvesting (where applicable).

Specific client financial plans and their implementation are dependent upon the client’s Investment Policy Statement which outlines each client’s current situation (liquidity needs/tax constraints, if applicable, risk tolerance and capacity). It is used to construct a client specific investment plan to aid in the construction of a portfolio that matches restrictions, needs, and goals.

Our Services

  • Financial Planning
  • Investment Management
  • Employer Retirement Plans

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  • 110 West Road, Suite 415, Towson, MD 21204 United States
  • Phone: 410-252-0088
  • Email: info@alereplanning.com

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