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Investment Strategy

Wouldn’t it be nice if there was a little more YOU in YOUR portfolio?

Our new streamlined investment strategy was designed with your needs in mind. We’ve made it possible for you to tailor an investment strategy that matches your unique goals, interests, and values.

Our enhanced investing offering includes:

  • Factor-based investing with primary emphasis on Value, Momentum, and Quality (and minor emphasis on Size)
  • Opportunities to invest in individual stocks and ETFs through Separately Managed Accounts
  • Strategic Tax Management
  • Values/Impact-based investment initiatives
  • Opportunities for exposure to emerging innovations and digital assets
  • Strategies for focusing on income by investing in dividend-focused stocks
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So, what does this mean?

We are now offering more opportunities for growth and diversification (through the incorporation of Momentum strategies) without losing sight of protecting your long-term performance objectives. We are also providing our clients with the opportunity for more customization and choice through Separately Managed Accounts.

More Growth Opportunity

Better Tax Management Strategy

More Customization

RESULT: More YOU in YOUR portfolio

We’ve built upon our existing client-focused investment approach to give you expanded opportunities for customization in various ways.

Here are just a few examples of what’s possible:

  • Own more investments that are consistent with your personal values and the impact you’d like to produce in the world
  • Get tax management tailored to your individual needs
  • Choose an equity allocation that tilts more toward dividend income
  • Enter the digital asset space and gain exposure to innovative technologies
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Your investment goals matter, and helping you achieve them is our utmost priority.

With sophisticated tools and offerings, we hope to add more value to our clients’ portfolios –and to their lives, too.

If you have questions about our new investing offerings, or how these opportunities might align with your portfolio needs, we would be happy to speak with you.

BOOK YOUR STRATEGY SESSION

Check out our 7-article series designed to break down exactly how our enhanced investing approach serves our clients.
It’s built upon our existing client-focused framework and meant to help you put a little more YOU in YOUR portfolio.

When Strong Markets Change More Than Your Returns

Strong markets have a way of changing financial plans — often without much notice. The past few years have helped many portfolios grow, in some cases faster than expected. What’s […]
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How Tax Overlay Strategies Work

When people think about investment performance, the focus is usually on market returns.But one factor that often gets overlooked — and can quietly reduce your wealth — is taxes. Every […]
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5 Smart Moves to Make in a Volatile Market

While periods of market volatility may bring challenges, they may also present opportunities. Taking a measured approach can help align your financial strategy with today’s conditions — while keeping long-term […]
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Which is Sturdier – A Three-Legged Stool or a Four-Legged Chair?

Four-Factor Investing: Quality, Value, Momentum, and Size Recently, we streamlined and enhanced our core investing strategy and moved from a three-legged stool to a four-legged chair. And, while we can make no […]
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Q4 2024 Market Commentary

This report features world capital market performance and a timeline of events for the past quarter. It includes a global overview, as well as features the returns of stock and bond […]
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The Wealth Advantage: Your Guide to Market Dynamics – Episode 1

Welcome to the first episode of The Wealth Advantage: Your Guide to Market Dynamics, our new quarterly video series designed to keep you informed about market trends and financial strategies. In […]
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Maximizing Wealth Through Tax Management and Portfolio Rebalancing

Tax management and portfolio rebalancing are two essential strategies for optimizing investment performance and achieving financial goals. Whether through mitigating tax liabilities or maintaining target asset allocations, these approaches work […]
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Case Study: Supporting a Company Through ESOP Liquidation and Private Equity Transition

Client Situation Resolute, a trusted financial advisor, was approached by a long-standing client-a local company for which Resolute provided fiduciary services and managed employee enrollment in the company’s 401(k) plan. […]
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Investing After Retirement: Why it Pays to Have a Strategy

Leaving the working world behind requires a different mindset, especially when it comes to investing after retirement. Instead of focusing solely on building wealth, the priority shifts to managing how […]
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Investing in Stocks and ETFs through Separately Managed Accounts

Learn the Benefits of Using SMAs to Customize Your Portfolio In this second installment in our Investment Strategy Series, we’re going to examine another facet of our streamlined and enhanced investing […]
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THERE’S NO TIME LIKE THE PRESENT

It’s never too late to get a second opinion

If you have questions about our new investing offerings, or how these opportunities might align with your portfolio needs, we would be happy to speak with you.

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