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Keeping Your Portfolio Working for You

Sound portfolio management strategies require a balance between risk and security. The combination is different for each individual and depends on personal and financial goals, risk tolerance, age and time horizon. Investment analysis is key to maintaining a solid portfolio.

What Is Investment Analysis?

Your investment portfolio consists of vehicles selected for their performance capabilities, level of risk and potential contribution to your short- and long-term goals. Over time, your objectives, income, assets and risk tolerance can change, and your portfolio should change with them. Investment analysis is a fundamental management strategy to ensure your portfolio continues to work for you.

How Does It Work?

A systematic analysis of your investments reveals whether your portfolio continues to do the job you need it to do. Your Buckhead Wealth Management advisor works with you to:

  • Assess your asset mix: Minor alterations to your asset mix can eventually lead to a combination of products that no longer meets your goals. Additionally, when your situation changes, your assets may no longer work the way you need them to.
  • Rebalance your portfolio: Rebalancing the mix is necessary when your portfolio doesn’t reflect your goals.

Analyze performance: An essential aspect of portfolio management is analyzing how well each vehicle performs and adjusting as needed, divesting your portfolio of underperforming holdings.
A Buckhead Wealth Management, our goal is to help you create and maintain a strong portfolio that meets your unique needs, staying on top of changes in the market and your situation. Contact us today to schedule a consultation.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.