Investment
Management


Invest and grow your wealth.

01.

Investments Should Align with Your Financial Plan

01.

Investment decisions should not be made in isolation, but rather as part of an overall plan that fully integrates all aspects of your financial life.

04.

A Multi-Strategy Approach Mitigates Market Risk

04.

Using a multi-strategy approach— passive, active and alternative—and applying that approach to changing market conditions historically proves to be optimal in navigating through bear and bull markets.

07.

Custom Portfolios Deliver Long-Term Benefits

07.

Custom portfolios align your investments with your risk tolerance and values and allow you to utilize existing low tax base holdings to achieve your long-term financial goals.

02.

Successful Investing Results from a Long-Term Disciplined Approach

02.

Successful investing is best achieved over the long term by implementing a clearly defined investment strategy and focusing on maximizing risk-adjusted returns, not beating the benchmarks.

05.

Portfolio Design Is the Greatest Influencer of Returns

05.

Proper investment diversification and asset allocation account for over 90% of the returns that an investor will earn, while at the same time a broadly diversified portfolio can reduce overall market risk.

08.

Rebalancing Takes Advantage of Opportunities

08.

Disciplined, systematic re-balancing of your portfolio maintains your risk and return profile and takes advantage of “buy low, sell high” opportunities.

03.

Fear and Greed Degrade Portfolio Returns

03.

Succumbing to fear and greed and making emotional short-term decisions, such as chasing market performance or trying to time the markets, consistently leads to significantly worse performance than the broader markets.

06.

Tax-Efficient Investing Leads to Greater Long-Term Returns

06.

Maximizing after-tax returns by incorporating tax-loss harvesting and asset location strategies significantly improves the long-term performance of your portfolio.

09.

Costs Make a Difference

09.

Choosing low-cost investments and practicing efficient trading execution can reduce overall costs in your portfolio and produce higher net-of-fees returns.

Investment
Management

Invest and grow your wealth.


01.

Investments Should Align with Your Financial Plan

01.

Investment decisions should not be made in isolation, but rather as part of an overall plan that fully integrates all aspects of your financial life.

02.

Successful Investing Results from a Long-Term Disciplined Approach

02.

Successful investing is best achieved over the long term by implementing a clearly defined investment strategy and focusing on maximizing risk-adjusted returns, not beating the benchmarks.

03.

Fear and Greed Degrade Portfolio Returns

03.

Succumbing to fear and greed and making emotional short-term decisions, such as chasing market performance or trying to time the markets, consistently leads to significantly worse performance than the broader markets.

04.

A Multi-Strategy Approach Mitigates Market Risk

04.

Using a multi-strategy approach— passive, active and alternative—and applying that approach to changing market conditions historically proves to be optimal in navigating through bear and bull markets.

05.

Portfolio Design Is the Greatest Influencer of Returns

05.

Proper investment diversification and asset allocation account for over 90% of the returns that an investor will earn, while at the same time a broadly diversified portfolio can reduce overall market risk.

06.

Tax-Efficient Investing Leads to Greater Long-Term Returns

06.

Maximizing after-tax returns by incorporating tax-loss harvesting and asset location strategies significantly improves the long-term performance of your portfolio.

07.

Custom Portfolios Deliver Long-Term Benefits

07.

Custom portfolios align your investments with your risk tolerance and values and allow you to utilize existing low tax base holdings to achieve your long-term financial goals.

08.

Rebalancing Takes Advantage of Opportunities

08.

Disciplined, systematic re-balancing of your portfolio maintains your risk and return profile and takes advantage of “buy low, sell high” opportunities.

09.

Costs Make a Difference

09.

Choosing low-cost investments and practicing efficient trading execution can reduce overall costs in your portfolio and produce higher net-of-fees returns.

Investment
Management

Invest and grow your wealth.


01.

Investments Should Align with Your Financial Plan

01.

Investment decisions should not be made in isolation, but rather as part of an overall plan that fully integrates all aspects of your financial life.

02.

Successful Investing Results from a Long-Term Disciplined Approach

02.

Successful investing is best achieved over the long term by implementing a clearly defined investment strategy and focusing on maximizing risk-adjusted returns, not beating the benchmarks.

03.

Fear and Greed Degrade Portfolio Returns

03.

Succumbing to fear and greed and making emotional short-term decisions, such as chasing market performance or trying to time the markets, consistently leads to significantly worse performance than the broader markets.

04.

A Multi-Strategy Approach Mitigates Market Risk

04.

Using a multi-strategy approach— passive, active and alternative—and applying that approach to changing market conditions historically proves to be optimal in navigating through bear and bull markets.

05.

Portfolio Design Is the Greatest Influencer of Returns

05.

Proper investment diversification and asset allocation account for over 90% of the returns that an investor will earn, while at the same time a broadly diversified portfolio can reduce overall market risk.

06.

Tax-Efficient Investing Leads to Greater Long-Term Returns

06.

Maximizing after-tax returns by incorporating tax-loss harvesting and asset location strategies significantly improves the long-term performance of your portfolio.

07.

Custom Portfolios Deliver Long-Term Benefits

07.

Custom portfolios align your investments with your risk tolerance and values and allow you to utilize existing low tax base holdings to achieve your long-term financial goals.

08.

Rebalancing Takes Advantage of Opportunities

08.

Disciplined, systematic re-balancing of your portfolio maintains your risk and return profile and takes advantage of “buy low, sell high” opportunities.

09.

Costs Make a Difference

09.

Choosing low-cost investments and practicing efficient trading execution can reduce overall costs in your portfolio and produce higher net-of-fees returns.

We develop customized, globally diversified, tax-efficient portfolios tailored to your financial plan and built to stand the test of time. We partner with you to find the right balance between risk and return, while monitoring your portfolio and keeping you up to date with ongoing refinements.


Our Investment Management Services Include:

  • Access to Specialized Alternative Investments (Private Equity, Real Estate, Credit, etc.)
  • Customized Portfolios
  • Social Values Portfolio and Socially Responsible Investing
  • Ongoing Monitoring, Rebalancing, Tax-loss Harvesting & Performance Reporting
  • Income Strategies
  • Tax-Smart Implementation & Trading
  • Current Events: Portfolio Sensitivity
  • Client View Portal (Tamarac Advisor View, portal and app)
  • Digital Investment Platform (for Emerging Investors)

We develop customized, globally diversified, tax-efficient portfolios tailored to your financial plan and built to stand the test of time. We partner with you to find the right balance between risk and return, while monitoring your portfolio and keeping you up to date with ongoing refinements.


Our Investment Management Services Include:

  • Access to Specialized Alternative Investments (Private Equity, Real Estate, Credit, etc.)
  • Customized Portfolios
  • Stock Concentration Strategies
  • Stock Option Planning
  • Social Values Portfolio and Socially Responsible Investing
  • Ongoing Monitoring, Rebalancing, Tax-loss Harvesting & Performance Reporting
  • Income Strategies
  • Tax-Smart Implementation & Trading
  • Current Events: Portfolio Sensitivity
  • Client View Portal (Tamarac Advisor View, portal and app)
  • Digital Investment Platform (for Emerging Investors)

Our Social Values Portfolio makes it easy to align your money with your values.


We select and proactively monitor companies deemed to be “best in class” based on ESG criteria.


More About Our Investment Services

We build custom portfolios for our clients based on a deep understanding of their goals and objectives as derived by our financial planning process. Asset allocation and global diversification are employed in an attempt to maximize risk-adjusted returns. We are long-term investors who monitor underlying investments daily, rebalance portfolios quarterly and proactively replace managers when warranted. We make periodic tactical changes to adjust to changing market conditions. We believe that it is not about achieving the highest return in any given year, rather it’s about increasing the probability of a consistent return year after year.

Specialized Alternative Investment Vehicles

Seek out uncorrelated and higher expected returns with direct investments to non-publicly traded securities.

Customized Investment Portfolios

As always, our portfolios are designed to help you get the most out of your investments at a comfortable risk level.


Alternative investments provide an opportunity to guard against the volatility of public equities, hedge against rising inflation, and achieve higher risk-adjusted returns. History shows that private equity can attain a significantly higher rate of return than publicly traded equities based upon a persistent illiquidity premium, whereas real assets such as infrastructure and real estate can provide elements of both these qualities as well as a measure of protection against inflation.

At Mission Wealth, we’ve been researching, advising on, and executing alternative investments for nearly two decades. We help clients identify the appropriate fund managers based on their risk/reward requirements, and we have significant experience helping clients construct a suitable portfolio that meets their needs.


We develop customized, globally diversified, tax-efficient portfolios tailored to your financial plan and built to stand the test of time. We partner with you to find the right balance between risk and return, while monitoring your portfolio and keeping you up to date with ongoing refinements.

As always, our portfolios are designed to help you get the most out of your investments at a comfortable risk level. Our customized portfolios can also work with your existing (legacy) holdings. Furthermore, our portfolios can be customized to integrate your legacy holdings so you do not pay any unnecessary taxes. We can also build custom bond ladders and create a Socially Responsible Portfolio for you. LEARN MORE

Seek out uncorrelated and higher expected returns with direct investments to non-publicly traded securities.


Alternative investments provide an opportunity to guard against the volatility of public equities, hedge against rising inflation, and achieve higher risk-adjusted returns. History shows that private equity can attain a significantly higher rate of return than publicly traded equities based upon a persistent illiquidity premium, whereas real assets such as infrastructure and real estate can provide elements of both these qualities as well as a measure of protection against inflation.

At Mission Wealth, we’ve been researching, advising on, and executing alternative investments for nearly two decades. We help clients identify the appropriate fund managers based on their risk/reward requirements, and we have significant experience helping clients construct a suitable portfolio that meets their needs.


As always, our portfolios are designed to help you get the most out of your investments at a comfortable risk level.


We develop customized, globally diversified, tax-efficient portfolios tailored to your financial plan and built to stand the test of time. We partner with you to find the right balance between risk and return, while monitoring your portfolio and keeping you up to date with ongoing refinements.

As always, our portfolios are designed to help you get the most out of your investments at a comfortable risk level. Our customized portfolios can also work with your existing (legacy) holdings. Furthermore, our portfolios can be customized to integrate your legacy holdings so you do not pay any unnecessary taxes. We can also build custom bond ladders and create a Socially Responsible Portfolio for you. LEARN MORE

Stock Concentration Strategies

Reduce single stock risk in your portfolio and diversify with tax friendly solutions.

Ongoing Investment Monitoring

Diligent ongoing monitoring, re-balancing, tax-loss harvesting and performance reporting.


Having a concentrated position in a single stock carries unique challenges. Even if the stock has historically performed well, you may want more diversification, and history would suggest it is wise to diversify. You may have come into large stock concentration via an inheritance, a position that has performed exceptionally over time, or stock compensation at work (options, RSUs, 10b5-1 plan).

This may include individual options strategies to generate additional income on your position or to protect against a sudden loss. Furthermore, it may include a theta overlay program to enhance portfolio income without having to sell the security.


We build custom portfolios for our clients based on a deep understanding of their goals and objectives as derived by our financial planning process. Asset allocation and global diversification are employed in an attempt to maximize risk-adjusted returns.

We are long-term investors who monitor underlying investments daily, rebalance portfolios quarterly, and proactively replace managers when warranted. We make periodic tactical changes to adjust to changing market conditions. Our dedicated investment department will continue to monitor the investments, rebalance on a quarterly basis, tax-loss harvest when appropriate, and provide quarterly performance reporting to our clients.

Reduce single stock risk in your portfolio and diversify with tax friendly solutions.


Having a concentrated position in a single stock carries unique challenges. Even if the stock has historically performed well, you may want more diversification, and history would suggest it is wise to diversify. You may have come into large stock concentration via an inheritance, a position that has performed exceptionally over time, or stock compensation at work (options, RSUs, 10b5-1 plan).

This may include individual options strategies to generate additional income on your position or to protect against a sudden loss. Furthermore, it may include a theta overlay program to enhance portfolio income without having to sell the security.

Diligent ongoing monitoring, re-balancing, tax-loss harvesting and performance reporting.


We build custom portfolios for our clients based on a deep understanding of their goals and objectives as derived by our financial planning process. Asset allocation and global diversification are employed in an attempt to maximize risk-adjusted returns.

We are long-term investors who monitor underlying investments daily, rebalance portfolios quarterly, and proactively replace managers when warranted. We make periodic tactical changes to adjust to changing market conditions. Our dedicated investment department will continue to monitor the investments, rebalance on a quarterly basis, tax-loss harvest when appropriate, and provide quarterly performance reporting to our clients.

Robo Solutions Digital Investment Platform

Emerging investors can monitor investments at the touch of a button and watch their savings grow.


For your family members that do not meet our $1MM minimum, we have a digital investment platform for their investment management. With low cost ETFs and transaction free funds, this is available at discount to the cost of a customized portfolio

After a simple set up, you have turnkey access to our best thinking with a professionally managed portfolio tailored to your savings goals.

Enhanced Index Investing

Enhanced index investing gives access to world-class institutional managers.


Take advantage of Mission Wealth’s unique access to institutional money managers, including Dimensional Fund Advisors (DFA). These managers provide advanced portfolio and trading practices to pursue higher expected returns. Their time-tested approach, based on academic research strategies, is the foundation of enhanced index investing. Learn about other investment resources we use on our Investment Resources page.

Emerging investors can monitor investments at the touch of a button and watch their savings grow.


For your family members that do not meet our $1MM minimum, we have a digital investment platform for their investment management. With low cost ETFs and transaction free funds, this is available at discount to the cost of a customized portfolio

After a simple set up, you have turnkey access to our best thinking with a professionally managed portfolio tailored to your savings goals.


Enhanced index investing gives access to world-class institutional managers.


Take advantage of Mission Wealth’s unique access to institutional money managers, including Dimensional Fund Advisors (DFA). These managers provide advanced portfolio and trading practices to pursue higher expected returns. Their time-tested approach, based on academic research strategies, is the foundation of enhanced index investing. Learn about other investment resources we use on our Investment Resources page.

We value our independence from outside influences but do seek professional resources who complement our fiduciary standards. We employ research, technology, and market data from select companies.


View our investment resources and strategic partnerships.


Learn about the other services we offer in addition to Investment Management


 

You Dream. We Deliver. Together.

We would love to hear from you! Please take a minute to let us know how we can help you and we will be in touch.