Portfolio Management

Portfolio Management is primarily for fiduciary investors (i.e. trusts and foundations) and individuals and families who choose not to have a comprehensive financial plan prepared initially.

Portfolio Management services includes the design, implementation and on-going management of financial assets. Prutzman Wealth Management, will design a diversified investment portfolio, customized for each client, to help achieve long-term financial goals. Clients receive a written Investment Policy Statement (IPS) focused on an investment strategy that is consistent with their objectives, risk tolerance and liquidity needs. Clients also receive reports of their portfolio's rate of return and risk level on a regular basis so that they can measure their progress.

Our portfolio services can help clients to:

• Earn enough money to achieve their goals
• Stay in control of their financial future
• Reduce the amount of time it takes to manage their wealth
• Select the investment products most likely to help achieve their objectives
• Accommodate risk tolerance level, as well as any unique constraints
• Control investment expenses
• Effectively manage tax liability
• Stay abreast of new investment development and products
• Update their investment strategy whenever appropriate
• Eliminate unnecessary investment risks