Manager Select - SMA
Manager select combines several investment services into a custom-tailored wealth management platform.
Advantages of SMAs
Separately Managed Accounts (SMAs) may provide the type of customization you want and can be the building blocks of a diversified, well-thought-out portfolio strategy.
Manager Select Process
Our methodology is designed to provide you with a balanced portfolio that includes an optimal blend of stocks, bonds, and/or cash equivalents suited to your personal goals, your time horizon, and how much risk you’re comfortable assuming.
Defining Your Investment Goals and Objectives
Through a series of questions, we’ll create a profile to determine your investment objectives. Some of the important factors will include: how much money you have to invest and over what period of time; what other assets you own; how your current obligations or income needs may affect your investments; and what level of risk you’re willing to accept to meet your goals. As part of this step, we’ll work with you to decide if any special customization is needed, such as securities or sectors restricted and tax requirements.
Constructing Your Custom Portfolio
Based on your individual circumstances and goals, we’ll determine which investments and strategies we should use to build your portfolio.
Selecting Individual Managers
We’ll research the variety of money managers available through Manager Select and select those who employ the investments and strategies that fit with your objectives. Depending on your circumstances, we may choose multiple managers to provide the right amount of diversification and assist in managing the volatility of your returns while addressing your financial goals. We’ll work with you to ensure we select the right managers for your preferences.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Communicating with Managers
Once we’ve decided on the managers we’ll use in your portfolio, we’ll get in touch with themanagers on your behalf and communicateany customization requests to ensurethey’re factored into the policies that willgovern your account.
Managing and Monitoring Your Portfolio
Once your account is established and your assets are invested with the selected managers, the longer-term tasks of monitoring and maintaining your portfolio begins. We’ll scrutinize your portfolio on an ongoing basis to ensure the managers’ actions continue to align with your goals and objectives. If your portfolio needs change, we’ll reevaluate your investment strategy together and discuss alternatives.
Office of James Rockwell & Zach Carothers
106 West Main Street, Suite 2,
Grangeville, ID 83530
(208) 983-3027