Solutions Tailored To Your Needs
Our professionally in-house managed portfolios are available for investors at all stages of life - whether you're just starting out, are mid-career, or are already in retirement. Each of our solutions are strategically designed and aimed at addressing investors' wide-ranging investment needs, including risk tolerance, tax sensitivity and income in retirement. More importantly, your investments aren't merely farmed out to an outside firm to be managed as is often the case at other firms. At OWM, you'll have direct access to your personal portfolio manager, as well as receive timely updates and commentary from our team. Our areas of portfolio management expertise include:
Multi-Asset Globally Diversified Portfolios
Using a multi-asset approach, our strategies are globally diversified. Each one provides exposure to a mix of stocks, bonds and alternative investments and a variety of investment styles. This careful blending of asset classes and styles attempt to manage risk and may help provide more consistent returns. This diversification means that your investment is working for you no matter what investment approach or style is in favor at any given time.
Tax-Managed Portfolios
Regardless of income level, taxes have the ability to seriously erode your investment returns. After factoring in taxes on short-term capital gains, long-term capital gains and dividends, your investment returns can quickly dwindle. If you are looking to keep more of your investment earnings, the decision to include tax-aware investment solutions in your portfolio may help you meet your financial goals.
Strategic Sector Rotation Portfolios
Using proprietary research and modeling, our sector rotation portfolios assist us in identifying major themes in both the equity and fixed income markets, allowing us to have exposure to those areas whose price action is superior to others and eliminate exposure to those whose are sub-par. Independent studies have shown that adding a strategic, momentum based, strategy to your investment plan can often be a robust factor that leads to out performance.
Please note: Strategic asset allocation and diversification do not assure profit or protect against loss in declining markets.
