Investment Management
A properly designed investment strategy and well-diversified portfolio will increase the probability of achieving your goals and objectives. We'll develop an investment plan that is appropriate for your risk tolerance, time horizon, and other unique requirements. Our investment management service includes:
Asset Allocation - Designing the optimal mix of asset classes for your portfolio.
Investment Selection - Selecting the securities with which to implement your asset allocation. As a Maas Capital client, you'll have access to the highly-regarded mutual funds managed by Dimensional Fund Advisors ("DFA").
Monitoring and Reporting - Providing you with regular performance reports for your managed accounts, to supplement the monthly account statements from the firm that holds your accounts (generally Fidelity Investments).
Rebalancing - As your portfolio's actual allocation will over time naturally drift from its target mix, making any needed changes to your portfolio's holdings, in order to keep your investment strategy on track.
Tax Management - For your taxable accounts, employing a variety of strategies to minimize taxable income and realized gains.
An Investment Policy Statement formalizes how your investment assets will be managed by us.