Portfolio Management

 Professional portfolio management is available from Essential Wealth Management using primarily exchange traded funds (ETFs) and mutual funds. As your personal portfolio manager we will match your investment objective and risk profile to one of our portfolio models. Utilizing proven techniques your portfolio will be actively managed to help control risk and maximize returns.

Eight Basket Portfolios - These highly diversified portfolios are managed using a strategy that employs technical, economic, and fundamental analysis to allocate assets among eight baskets representing different market sectors - U.S. Stocks, Foreign Stocks, Real Estate Investment Trusts, Cash / Cash Equivalents, Commodities, Precious Metals, International Bonds, and U.S. Bonds. The baskets are represented in varying percentages using Mutual Funds and ETFs.

Essential Wealth Management Portfolios - These diversified portfolios are managed using a strategy that employs fundamental and market trend analysis to allocate assets among three broad market sectors - stocks, bonds, and tangible assets (real estate, commodities, precious metals, and currencies). Assets are invested in ETFs or mutual funds that represent the broad market sectors. Each portfolio maintains a strategic allocation among these sectors and subsequently over-weights or under-weights the sectors depending upon the manager's interpretation of current and future market trends.