SERVICE
Investment Management
Solyco Wealth actively manages clients’ portfolios in pursuit of their investing goals and their asset allocation plan’s objectives. While a financial plan may inform our investment management service for a client, these services can be engaged independently. Throughout the investment management process we remain cognizant of the client’s risk profile.
HOW WE
Initiate Our Client Relationships
We have a conversation about goals, desires, fears, opportunities, family, income, and assets. This information is then integrated into an objective questionnaire.
Personal data, facts, and figures are confirmed and risk tolerance is assessed. The investment approach and process is discussed, and from there the account opening process can begin.
A few notes on timing:
- Anticipate our initial conversation to last approximately an hour.
- The account opening process could last from 10 minutes to two hours depending on complexity of investment holdings and account transfer processes.
- The transfer of assets to Solyco Wealth could take from one day to one month depending on process and speed of transferring firm.
OUR INVESTMENT MANAGEMENT SYSTEM
CONSIDERATIONS
During Asset Allocation
Solyco Wealth’s asset allocation process attempts to “capture” alpha, or outperformance, by identifying business cycle and tactical economic transitions and correctly estimating their impacts on economic sectors.
We operate with rigorous asset allocation and securities selection processes. Systematic portfolio rebalancing, tax management, and income planning, denote key pillars of our investment management process.
WORKING WITH
Model Portfolio Concepts
Employing model portfolio concepts across a risk spectrum defined by Conservative, Moderate, Moderately Aggressive, and Aggressive, risk tolerances, Solyco Wealth crafts investment portfolios specifically matched to clients’ needs.
From a client with a very large portfolio composed of concentrated legacy equity positions inherited from the prior generation, to a small business owner looking to offer his 40 employees professional management for their 401(k) retirement plans, to a new investor with a relatively modest amount of cash, we stand ready and able to help.
BENEFITS OF
Charles Schwab & Co., Inc.
Solyco Wealth has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc. By using Schwab as primary custodian, Solyco Wealth has access to a wide range of products and services that help us serve our clients, including:
- Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place, and
- A full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
DO YOU
Want To Assess Your Risk Tolerance Right Now?
Solyco Wealth has a 13-question online form for self-assessment of risk tolerance.
