In this article you will learn about the factors that Calvert Investment Counsel looks into, when tailoring your personalized portfolio.
Calvert Investment Counsel offers portfolio management services to individual investors that we personalize specifically to your needs and goals.
You will work with one of our personal investment advisors to build a long-standing relationship with, who will help you with your portfolio.
Much like a personal trainer who alters the workout and nutrition program based on your specific body and goals, we look at personalizing your portfolio to match your individual needs to help get you the best results.
Some of the things that we take into consideration when building your optimal portfolio are:
- How much time do you have?
- What are your main goals?
- How much income do you, and will you need?
- How to minimize taxes?
- Any other assets to consider?
- How much non-portfolio income do you receive?
- Anything else we need to know? (important but often not asked question, that shows itself later when not asked)
We have streamlined our process into knowing exactly what questions to ask and in what specific order to get the answers that we need to tailor your portfolio to meet your needs.
We take all of this information into account when recommending how we well structure your personalized portfolio.
Also, this is not set in stone, we realize that over time things change and your portfolio needs to change accordingly.
We will adjust your portfolio as needed, based on your personal goals, as well as our outlook on the market.
We have processes in place to make sure that we touch base with you periodically to ensure that you have the most effective portfolio for your circumstances.
All of our advisors stay up to date on all factors of the current economy and investment markets, and will keep you abreast of any important updates related to your portfolio.
Here’s Your Next Step…
If you would like to have a personalized strategy session with one of your qualified advisors, give us a call today at 410-435-3270 or click here to request your session online.