Portfolio Management

Investing for Financial Health

Buy low, sell high. It sounds so easy, but portfolio management is both a science and an art. Our belief is that key to successful investment strategies is understanding the nuances of the market and how to leverage them to address your investment goals. At MaxWealth Management, we have the knowledge and experience you need to make the most of your investments.

The Portfolio Planning Process

The goal of investing is to maximize profits while reducing risks. Not everyone has the same tolerance for risk. We customize your investment portfolio to match your risk tolerance with your short- and long-term financial goals. We create a comprehensive portfolio based on the types of investments you are comfortable with making. We take two approaches to build your assets through investments: active management and passive management.

Active Portfolio Management
An active management strategy is an aggressive approach to buying and selling investments. The goal is to outperform the market. A portfolio manager actively and continuously researches investment performance and makes decisions about buying or selling based on current conditions and projections.

Passive Portfolio Management
Passive management is a more conservative approach. Generally, this strategy is a set-it-and-forget-it approach designed with a goal to address long-term goals. These types of investments tend to be stable over the long term.
At MaxWealth Management, we work with you to create a comprehensive portfolio utilizing strategies aimed toward maximizing your returns and match your risk tolerance. Contact us today to find out more about our portfolio management services.