Portfolio Management

Long Term Investing 

Glover Park Wealth works with clients on an individual basis to build out a portfolio to meet the long-term financial goals and aspirations of our clients.

• We invest assets in taxable brokerage accounts, Roth IRA’s, IRAs, and SEP IRA’s.  We also consult with Retirement plans:  401(k), 403(b), Cash Balance Plans, Defined Benefit Plans
  
  
• Our portfolios are typically built using low-cost Exchange Trade Funds (ETF’s) in each investment category that we are allocating capital.
  
  
• ETFs are typically the most tax-efficient investment asset class in a taxable portfolio, we also do year-end tax harvesting and planning for taxable clients.
  
  
• Depending on the client situation, we will also use:  Individual Equities, Fixed Income, US Treasury Bills & Notes and Options.

Portfolio Management 

Glover Park Wealth makes recommendations and changes to your asset allocation based on the current market conditions which include several factors such as:

• Interest Rates, Monetary Policy (Federal Reserve), Price-to-Earnings Ratios (PE), Commodity Prices, Inflation and Taxes.
  
  
• We manage your portfolio and make investment decisions on which assets to buy and sell to manage risk tax efficiently in the client’s portfolio in accordance with the client’s risk tolerance questionnaire.
  
  
• Making updates to the portfolio if the clients long term investment strategy has changed due to life events, tax planning or risk management updates