Portfolio Management

 By leveraging a disciplined investment process, you receive transparency of information, seamless proactive service and the trust and accountability you need to work toward your financial objectives.

During your initial meeting(s) with your wealth advisor, you’ll get to know each other at a deeper level so your wealth advisor can help you identify what to improve, develop or change as it relates to your wealth. By reviewing your completed confidential client profile, your wealth advisor will be able to determine your risk tolerance. Your long-term financial goals and objectives will be identified to set the foundation of your wealth plan / portfolio design.

Education is the key to transparency and we want to help you understand our investment process and strategies because these important financial decisions directly impact your life. Once you have a thorough understanding, we’ll make recommendations on strategy allocations and implement your personalized plan so you can live your life by design, not by default.

S3 Wealth Management Investment Themes Offered:

Strategic:  Our Strategic Core Philosophy builds Portfolios utilizing traditional tactical, active, and passive Asset Allocation strategies.     

Sustainable/Socially Responsible: An investing discipline that builds on our Strategic Core Philosophy utilizing appropriate screens that consider sustainable, environmental, social and corporate governance criteria to generate long-term competitive financial returns and positive social impact.

Sacred/Faith Based:  An investing discipline that builds on our Strategic Core Philosophy utilizing appropriate screens designed and managed for clients who choose to align their investment portfolios with their faith  based values to generate long-term competitive financial returns.

*Asset allocation does not ensure a profit or protect against a loss.