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Portfolio Construction and Management

Managing a portfolio takes a significant amount of time and investment expertise. As financial advisors, our role is to assume the responsibility of managing our clients’ assets and providing objective advice on critical financial matters. We gather detailed information about each client, and only then do we develop a strategy focused exclusively on each client’s risk tolerances, goals and objectives.

A mix of stocks, bonds and other assets may provide both the growth and income needed by clients. We work together with each client to determine their exact asset allocation and help them understand how the different investments complement each other. We attempt to increase the probability of generating a more consistent, positive return over the long term by allocating assets to a wide variety of sectors and investments. Our team will not influence our clients to take on risk that exceeds their comfort level.

Our advisors manage assets in a manner aligned with clients’ long-term objectives and continuously monitor personal changes, market conditions and other economic factors that could indicate a need to change the allocation strategy on a short or long-term basis.

Client portfolios may include some or all of the following basic asset classes:

  • Cash and cash alternatives
  • U.S. equities
  • International equities
  • Fixed income including government, agency, corporate and municipal bonds
  • Real estate
  • Alternative investments
  • Annuities - Fixed or Variable
  • Insurance – Life, Health, Long Term Care, Disability or for Estate Planning
How Can We Help You?

Contact us today to learn more about investment and insurance services provided by Woodforest Financial Services.


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