Always Keep an Eye on Assets
Individuals and families depend on the assets they accumulate over the years to sustain them later in life – in retirement or in the event of an unforeseen need. However, not everyone has the time to monitor and manage those assets. And even with time, skill and patience is key to getting the most out of assets.
Without proper attention, assets meant for you to take advantage of can suffer erosion, destruction or depletion. The result: You might not have those assets (or a significant portion of them) in times of need.
We help you manage this by:
- Finding the Right Mix for You: There are hundreds of asset-types that you can invest in, and as many ways to do so! Depending on your goals, we’ll help you choose an asset mix that promotes efficiency and effectiveness.
- Asset Allocation Plans; SAAPs and TAAPs: Investing is all about planning. We’ll help create both long-term (strategic) and short-term (tactical) asset allocation and management plans in line with the recommended asset mix.
- Building Your Portfolio: Today, thanks to DIY-investing, anyone can create a discount brokerage account and build a portfolio, but professional help should be used. With our asset mix agreed upon, we’ll build a results-focused portfolio of individual investments that will help get you to your objectives.
- Managing and Monitoring: Unless you have the time and patience to dedicate to portfolio management, it can’t be done effectively. We know you have other things to do – such as living your life, so we’ll keep watch and alert you to any changes.
- Measuring Performance: We track the performance of your assets under our care, and constantly measure how they are performing against industry-recognized benchmarks.
- Managing Risk: Our asset management strategy includes appropriate risk mitigation as part of this service. Where there are new risks to the portfolio, we’ll consult with you and propose timely and appropriate actions to manage and mitigate them.
- Reviewing, Reporting, and Recommending: Our service is based on constant and open communication and collaboration with our clients. Through regularly scheduled reporting and conversations, we ensure that your asset management plans are continually reviewed, revised, and updated to meet your changing circumstances.
Let’s Build Your Portfolio Together
Managing a lifetime’s worth of assets you’ve build is a big job, and we can lend a professional helping hand. Fill out the form below and see how Cranberry Wealth can help create a plan that provides you with a steady and reliable stream of income during retirement.
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