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Personalized Investment Planning
As every private client is unique, Newfleet Asset Management's approach utilizes our broad expertise in a variety of investment disciplines to design a plan tailored to each client's circumstance and financial goal. There are a number of investment tools at our disposal including the following:
- Asset Allocation Planning
- Tax Sensitive Growth Equity Strategies
- Tax Advantaged Bonds
- High Yield Bond Investments
- Alternative Fixed Income Strategies
- Other equity solutions offered through our affiliate, Virtus Investment Partners
Process
- The process begins with a consultative meeting with one of Newfleet's senior advisers. The objective is to learn as much as possible about your unique circumstances, lifestyle, tolerance towards risk-taking and past investing experience.
- A plan is developed taking into consideration the above factors along with your age, investment time horizon, outside assets, tax situation and need for income. An asset allocation recommendation will be outlined, along with investment strategies designed to meet your specific needs and agreed-upon financial goals.
- Individuals will often have investments in taxable as well as tax-deferred vehicles such as IRAs or Charitable Trusts. Our planning process will take this into consideration and recommend allocating your investments in an optimal manner between both taxable and tax-deferred entities.
- The plan will be reviewed at least annually and updated to reflect any change in circumstance as well as significant changes in market conditions. The portfolio will also be rebalanced from time to time, with the goal to increase exposure to the more attractively priced asset class at an opportune time.
- Along with monthly statements, you will be provided with a quarterly report including account performance and detailed information regarding each investment strategy; the market overview and outlook and key drivers of performance in each investment sector. Also, regular meetings or conference calls are an important way for us to stay on target toward meeting your personal financial goals.
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