Asset Allocation

We build a diversified long-term portfolio which consists of large cap, mid cap, small cap equities and fixed income securities to suit the individual goals of our clients based on their time horizon, risk tolerance and cash requirements. 

Glover Park Wealth will use a combination of stocks, bonds, ETF’s & asset managers in our firm portfolios. 

Tax-Efficient Investing 

ETF’s or Exchange Traded Fund(s) are historically more tax efficient investment vehicles and lower cost than mutual funds in taxable brokerage accounts.  

Glover Park Wealth will hire third party investment managers on specific occasions to manage assets for a client based on a desired asset allocation.