At Amplius Wealth, our Investment Management services focus on building an asset allocation strategy that clients can stick to for long-term success. We strive to make tactical changes to their asset allocation from time to time to mitigate excessive market risk, while optimizing tax efficiency and tax location of assets.
Your asset allocation strategy is developed from an analysis that reveals how your entire net worth is distributed – how much is ‘allocated’ to stocks, bonds, commodities, real estate, cash, private investments, business interests, etc.
Based on your plan and goals, your asset allocation targets and overall investment strategy should reflect the plan’s requirements – how much liquidity is needed, time horizon for various goals and needs, and how different accounts should be structured to optimize tax-efficiency.
At Amplius, we believe the ‘1A’ most important decision an investor can make is choosing the right asset allocation for their plan and risk tolerance. That is, how much of their net worth (or what percentage) should be allocated to the various asset classes described above.
After that, the ‘1B’ rule for successful investing outcomes involves your own behavioral discipline – that is, sticking with your investment strategy through ups, downs, good times and bad, to allow for the strategy to work long-term.
We incorporate both of these rules in designing our client portfolios, so that their investment strategy has the best opportunity for success.
Determine Your Asset Allocation
Behavioral Discipline for Long-Term Success
We prefer to use low-cost, broadly-diversified ETFs, or exchange-traded funds, for the majority of a client’s ‘core’ investment portfolio holdings. ETFs provide easy, convenient access to a variety of asset classes and types in a very low-cost and tax-efficient vehicle.
We also will overlay a variety of more sophisticated strategies to our client portfolios, including the use of structured notes and alternative investments – private equity, private credit, venture capital, hedge fund strategies, and more.
Managing stock options effectively is crucial for enhancing your financial portfolio. Our experts work with you to develop personalized strategies that align with your financial goals. We provide guidance on the best timing for exercising options, assessing market conditions, and understanding various exercise methods, helping you unlock their full potential.
Managing stock options effectively is crucial for enhancing your financial portfolio. Our experts work with you to develop personalized strategies that align with your financial goals. We provide guidance on the best timing for exercising options, assessing market conditions, and understanding various exercise methods, helping you unlock their full potential.
Managing stock options effectively is crucial for enhancing your financial portfolio. Our experts work with you to develop personalized strategies that align with your financial goals. We provide guidance on the best timing for exercising options, assessing market conditions, and understanding various exercise methods, helping you unlock their full potential.
Let our team of fiduciary financial advisors guide you towards protecting, growing, and transferring your wealth. Contact us today to get started.
Bespoke Advice. Amplified Experience.
Fiduciary Wealth Management in Philadelphia.
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