Portfolio Strategy
Our strategy is the combination of three things.
The first is understanding your goals, needs and restrictions.
This is accomplished by meeting with you and discussing your current situation; income needs, time horizon, tax position and other investments.
We will walk you through our interactive process which helps us to determine the appropriate balance for your portfolio by considering 8 different inputs.
Next, we begin the process of assembling your portfolio by combining the right balance of asset classes in order to achieve the best risk/return ratio based on your needs.
Finally, we review you current portfolio and design a plan to convert it to the Index Plus Strategy while attempting to mitigate risk and tax liabilities.
The time frame for conversion will vary based on your particular situation.
Walker capital uses exchange traded funds for the equity portion of client portfolios and uses individual bonds for fixed income allocations.