What are some of the benefits of Stonegates investment management process?
We offer an integrated approach to portfolio design. Benefits of the process include: • Your portfolio will match your goals, desire for safety, and risk tolerance. • Provide comfort knowing that we are monitoring your assets continuously. • Your portfolio will be rebalanced as needed to mitigate undue risk and avoid weighting the portfolio too heavily within one asset class. • Your financial plan will be updated regularly, providing you with frequent insight into your progress towards goals. • You will receive quarterly reporting of your investment return. • You will also receive complete tracking of your tax basis so that taxation of gains may be minimized and deferred. What types of investment vehicles do you use? Investment vehicles may include mutual funds, individual securities, exchange traded funds, and managed accounts. We do not limit ourselves to a specific type of investment vehicle because we believe the quality of the investment is the area over which we have the most con
