Investment Management

Bringing a hard-working, cost-effective strategy for your investments.

We focus on the intricacies of portfolio management so you can spend time on the areas of life that fill your bucket - which is what living a well-designed and values-first life is all about.

All investment management clients must subscribe to either the Multi-Generational Wealth Planning or Financial Planning services.

Why? We believe asset management is just one piece of your broader financial plan.

All investment management clients must subscribe to either the Multi-Generational Wealth Planning or Financial Planning services.

Why? We believe asset management is just one piece of your broader financial plan.

How We Help

Process Overview

Through the financial planning process, our team will gain a solid and broad understanding of your financial situation. This enables us to best design your portfolio, taking into consideration:

Return required to meet your goals
Amount of volatility you are comfortable with
Your time frame
Your unique needs and desires

Creating Custom Strategies

Approach & Example Tactics:
  • Tax-efficient holdings
  • Asset location preferences
  • Bucket strategy
  • Backdoor ROTH conversions
  • Tax-efficient withdrawal strategies
  • Tax-loss harvesting
  • Rebalancing strategy
Investment Philosophy

We don’t believe in performance chasing or timing the market, but that doesn’t mean there aren’t ways to strengthen your returns. We believe that designing the correct asset allocation, and sticking with the plan regardless of market fluctuations or crazy headlines, is the biggest factor in determining your overall return. 

Your investment portfolio is designed around your custom financial plan, not an automated model. Your life’s goals, outlined in the plan, guide us to the correct asset allocation for your unique and changing needs.

Custom Asset Allocation

A custom asset allocation strategy will keep you on the path toward achieving your goals while not over-exposing you to risk. During periods of market volatility, your portfolio will be adjusted to make sure it stays in balance. Our background in life coaching and behavioral finance means we’ll be here to help you tune out the noise and work through emotions and biases so that you can stay confidently on track toward your big picture goals.

Fee Schedule

The investment management service is based on an Assets under Management Fee Schedule, which is an ongoing fee paid quarterly:

$0-$2,000,000 0.50% 0.125%
$2,000,001 - $5,000,000 0.40% 0.100%
$5,000,001+ 0.30% 0.075%

Want to learn more?

Let’s talk about the best investment strategy for you on a free initial call. Use the button below to contact us today to get something scheduled.

Investment Management Services

Use the below form to contact the Prosperity Wealth Management team. We try to respond to all online requests within one business day.

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