Investment Management
At Worth Asset Management, our investment strategy is uniquely crafted to help you navigate the five years before and after retirement, a time when protecting your assets is paramount. Our comprehensive portfolio management approach means we consider every aspect of your financial picture to safeguard your wealth during this pivotal period. We work closely with you to understand your unique financial objectives and risk tolerance, crafting a tailored strategy that aligns with your lifestyle.
What Is Active Investment Management?
Active investment management is the approach we take at Worth Asset, and it includes a portfolio manager who proactively seeks to achieve returns that surpass the overall market performance. Unlike passive investment strategies that only aim to mirror market indexes, active management involves rigorous analysis and strategic decisions to capitalize on market opportunities, specifically designed to mitigate major losses during critical times.
Comprehensive Portfolio Management
Our dynamic approach to investment management includes daily monitoring of your portfolio to respond swiftly to short-term market fluctuations. This continuous oversight is essential for protecting your investments during the five years leading up to and following retirement. Our strategy focuses on minimizing significant losses while striving for higher returns compared to passive strategies.
We do not use annuities as part of our investment strategy. Instead, we emphasize transparent, flexible investment solutions that allow us to adapt and optimize your portfolio according to changing market conditions and your evolving needs.
Tax Efficiency and Strategic Adjustments
By actively managing your portfolio, we not only seek to enhance the performance of your portfolio, but also to improve tax efficiency. This enables us to take part in tax-loss harvesting, strategically selling securities at a loss to offset capital gains and reducing your overall tax liability. Our careful attention to tax implications works to maximize the after-tax returns of your investments.
Whether it’s adjusting asset allocation, identifying new investment opportunities, or implementing tax-efficient strategies, we are dedicated to optimizing your portfolio’s performance while safeguarding your financial future.