You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Our focus on Asset Management is all about helping you manage your financial assets using a prudent and conscientious approach.

Why Asset Management Is Important

You depend on the assets that you accumulate over the years, being able to sustain you 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. Even if you have the time, you might not have the skills and patience to do so. In not managing your assets diligently over your accumulation phase, you could leave them exposed to erosion, destruction or depletion. The result: You might not have those assets (or a significant portion of them) in times of need.

What We Can Do For You

• Determine your objectives: Not everyone has the same, or similar, financial objectives as they embark upon accumulating their wealth. To manage your assets prudently, we first need to understand what your goals are for initially accumulating and subsequently using those assets.
• Help you choose your optimal asset mix: There are hundreds of asset-types that you can invest in, and as many ways to do so! Depending on your goals for asset use, we’ll help you choose the right asset mix that will most efficiently/effectively accomplish those goals.
• Help you create a strategic asset allocation plan (SAAP) and tactical asset allocation plan (TAAP): Successful investing is all about successful 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 start buying assets and including them in a portfolio. In our view, this may not be the most efficient or effective approach to creating long-term wealth. Using the allocation mix agreed upon, we’ll build a results-focused portfolio of individual investments (Stocks, Bonds, and ETFs) that will help get you to your financial objectives.
• Managing and monitoring the portfolio: 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 watch over the portfolio for you, making sure it never strays from delivering the objectives you desire.
• 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, recommending changes and revisions to the strategy: Our Asset Management process 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.

Contact us today to learn more about what we can do for you.

There is no guarantee that investment objectives will be achieved. Investing involves risk, including the potential loss of principal. Diversification does not protect against loss. The information contained herein does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith, and any related legal, tax, accounting, or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact Washburn Capital or consult with the professional advisor of their choosing. Except where otherwise indicated, the information contained herein is based on matters as they exist as of the date of preparation and not as of the date of distribution or any future date. Recipients should not rely on this material in making any future investment decision. Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results, or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance, or a representation as to the future. Specific investments described herein do not represent all investment decisions made by Washburn Capital. The reader should not assume that investment decisions identified and discussed were or will be profitable. Specific investment advice references provided herein are for illustrative purposes only and are not necessarily representative of investments that will be made in the future.