The portfolio management process is an ongoing service designed to adjust investments and strategy based on current economic and market conditions. Too often investors develop strategies and then ignore new developments which could impact return and risk. At Destination Wealth Management, we believe the portfolio management process should not only factor in proactive rebalancing of accounts but also reflect our perspective on markets and the economy. As a discretionary manager, we are deeply engaged with our clients in discussions about their long-term goals and this impacts how we manage assets (particularly legacy positions held previous to DWM). Portfolios cannot be ignored nor can markets and economic conditions be discounted. The portfolio management process is designed to adjust investment strategies based on changing conditions and this proactive effort is a valuable service offered by DWM.
How Your Portfolio Evolves