Investment Management
Investment Management
Our investment portfolios are carefully designed based on your stage in life. For investors in the accumulation stage, portfolios are designed to grow using public and private equity investments and using market volatility to your advantage. For retirement investors, portfolios are created with the aim of reducing risk, improving returns, and creating a reliable income stream.
Why Investment Management?
Effective investment management is key to ensuring that your retirement income grows and remains secure throughout your retirement years. It’s more than just picking stocks or bonds; it’s about developing a strategic approach to maximize returns, minimize risks, and protect your wealth as you work toward your financial goals.
Benefits of Family Wealth Education & Legacy Planning
key principles
There are three key principles we follow to help grow and protect your nest egg:
Keep Investment Costs Low
According to Morningstar and Vanguard, the cost of your underlying investments is one of the best predictors of future returns.
In other words, low-cost investments, historically, have outperformed high-cost investments.
For that reason, the building blocks of our portfolios are low-cost index funds. These investments are then complemented with pension quality private assets.
This helps to improve the success rate of our client’s retirement plans and reduce unnecessary risk.
Own Tax-Efficient Investments
Warren Buffet says his favorite holding period is forever.
We agree.
While buying and holding forever isn’t practical for most retirement investors, we create portfolios with “low turnover.”
Every time an investment is bought or sold (i.e., “turned over”), costs are incurred. Not just obvious costs like transaction fees and taxes, but hidden costs like bid-ask spreads.
These costs eat away at your investment returns. So, to optimize investment returns and mitigate taxes, we intentionally own investments with low turnover.
Own the Right Asset Classes
FAQ
To start, fill out our contact form, and one of our advisors will reach out to you. We’ll schedule a consultation to understand your financial goals, discuss your investment preferences, and determine the best strategies for managing your assets.
Our Private Capital offerings typically require a minimum investment and are open to accredited investors. To get started, schedule a consultation with our team, and we will walk you through the available opportunities and assess your risk tolerance.
In managing Public Assets, our team conducts thorough market research and builds diversified portfolios that include a mix of stocks, bonds, and other publicly traded securities. We aim to balance risk and returns while keeping your financial goals in focus.
Get Started Today
No matter where you are in life or what stage your family is at, it’s never too soon to begin planning for the future. Contact us today to schedule a consultation and learn how we can help you protect your family’s wealth, values, and legacy for generations to come.
Trusted experts at your service.
Speak with Mount Columbia Private Wealth to discover a deeper understanding of your financial landscape and more.
