Portfolio Completion Strategy
Walker Capital Consulting has solutions to portfolio problems.
Many people have taxable portfolios with substantial gains that prevent them from taking full advantage of proper asset allocation.
This situation can have significant effect on return and risk.
At Walker Capital we have a solution. Portfolio Completion Strategy is designed to offset these risks.
By using your IRA rollover account (tax deferred/tax free) we will develop a portfolio with low correlation to your taxable, poorly allocated account.
Because of the nature of ETFs they are perfect for use in portfolios where significant allocation needs are uncovered.
EFTs combined with our optimization capabilities allow us to analyze your current portfolio and make investment recommendations to be executed in your IRA that will reduce risk while enhancing returns and avoiding capital gains taxes. All at one of the lowest fees in the business.
Common Situations Resulting in Poor Allocation
Gaps in a portfolio – either in style or asset class – can come about as a result of a variety of circumstances, including:
- Random accumulation – over the years, some clients may accumulate a random selection of stocks, funds or managers without consideration of how they work together. In fact, if their holdings have a high correlation, they may be working against each other.
We use a correlation calculator to explore correlation solutions.
- Portfolio concentration – A client may have their portfolio invested in one or two asset classes or sectors, diversification can be achieved quickly with ETFs.
We will demonstrate portfolio attributes before and after completion to show you the benefits.
The benefits of risk management are many. Let us help you round out your portfolio with our Portfolio Completion Strategy.
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