INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

Professionally managed portfolios tailored to your goals and values.

Are you tired of keeping up with the markets, wondering if you could be doing more with your investments, and feeling stress about your financial future? We can help lift the weight off your shoulders. 

Our experience in portfolio construction, tax impact management, and retirement account regulations allows us to provide you ongoing investment oversight. Client accounts are held securely at TD Ameritrade Institutional where we have access to thousands of exchange traded funds and mutual funds. Our Investment Management service begins with a 15-minute phone call to discuss what services you are looking for, what your goals are, and whether it would make sense to consider hiring our firm to manage your family’s investments.

Portfolio Construction

Creating your portfolio's foundation.

  • Drafting a written investment strategy
  • Selecting low-cost investments
  • Tax-efficient portfolio structuring
  • Choosing between Traditional and Roth IRAs
  • Designating beneficiaries
  • Setting up automatic contributions

Portfolio Management

Ongoing support to keep you on track.

  • Quarterly market updates
  • Intelligent management of the investment-related taxes you pay
  • Rebalancing your portfolio as needed
  • Tracking performance of your investments
  • Answering any questions you have

Retirement Withdrawals

Generating a paycheck from your savings.

  • Constructing an income-generating portfolio
  • Establishing retirement account withdrawals sent straight to your checking account
  • Understanding Required Minimum Distributions and Qualified Charitable Distributions

FAQs

You can certainly manage your own investments just as you can work on your own car or sell your own house. However, many Americans choose to hire a mechanic or a real estate agent when handling these tasks. 

Here are a few of the top reasons for why you may want to hire an investment manager:

  1. Your time is more valuable spent building your career, spending time with your family, and following your passions.
  2. You need encouragement when markets are volatile and the media is screaming that it’s time to panic and sell. 
  3. You don’t want to spend hours upon hours researching investments, account types, and the numerous other complexities of investing your money.
  4. You want an objective, unbiased, third-party professional to provide you with guidance. 
  5. Managing your own money leads to emotional decisions which may not be in your best interests. 

Most investment assets can be transferred to a new financial advisor without incurring tax liabilities or penalties. Stocks, bonds, mutual funds, and exchange traded funds are typically very easy to move. 

Yes. We have both a moral and legal obligation to act in the best interests of our clients at all times.

We usually conduct quarterly investment reviews with most of our clients. We also contact most clients during times of market volatility. 

We will discuss how often you would like to review your investments with us during our new client interview process. 

Our clients’ investment accounts are held securely at TD Ameritrade Institutional.

Yes! Clients can login to their TD Ameritrade Insitutional accounts at www.advisorclient.com 

Clients can deposit funds into their accounts either by linking their checking account or mailing a check. Clients can request withdrawals be deposited into their bank accounts or they can request a check by mail. 

Want to work with us?

(208) 249-9255

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© 2018 Retire Sensibly LLC. All Rights Reserved.
Privacy Policy & Disclaimer | ADV Disclosures