Lake Tahoe Wealth Management provides continuous, active management of Client investment portfolios. Based on the information provided by the client and our observations from the discovery process, Lake Tahoe Wealth Management will provide the Client with an Investment Policy Statement (“IPS”) that summarizes the Client’s portfolio targets and objectives. Working within these agreed upon investment policies, Lake Tahoe Wealth Management will implement this target portfolio using specific securities as Lake Tahoe Wealth Management deems appropriate at the time.
The portfolio is designed to attempt to create "personal portfolio optimization"....a portfolio built based on our knowledge about capital markets in relation to your lifetime goals in order to improve your probability of success. Adherence to this target portfolio will be monitored on an ongoing and regular basis for rebalancing needs. Our portfolios are built on sound science and empirical evidence, designed for cost efficiency, tax efficiency, comprehensiveness, and, most importantly, they are designed with your goals and objectives in mind and are managed in conjunction with your financial plan so you know where you stand at all times.