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:
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.
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.
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: