Portfolio Management

Make your money work for you

Portfolio management involves making day-to-day decisions about whether to buy or sell securities. Council Oak Wealth is a fiduciary, meaning that our company has a legal obligation to put our clients’ interests above our own.

Cohesive Strategies

Your “portfolio” is your entire collection of financial assets. We customize individual portfolios according to the client’s risk tolerance and the required returns. Available portfolio management styles include: 

  • Global Allocation Portfolio: Portfolios are diversified across many asset classes and geographic areas. Asset classes might include equities (both U.S. and international stocks), bonds (both U.S. and International), REITs (real estate), and commodity ETFs, such as gold, silver, agricultural, or energy. 

  • Dividend Portfolio: Typically, fully invested in stocks or ETFs that provide a greater dividend payout than most broad market indices. U.S. and International equities and a wide array of sectors are available. 

  • Targeted-Risk ETF Portfolios: Buy and hold portfolios that own ETFs in diversified areas, such as equities (stocks), bonds, real estate, and commodities. 

  • Momentum Portfolio: Our most “aggressive” style owns individual stocks and ETFs that are beginning to show technical signs of having upward momentum.

Ongoing Support

Our portfolio management team is led by a Chartered Financial Analyst (CFA®), who will adjust holdings as needed. 

The goal is to always protect your interests. Nobody here has any material interest beyond providing our clients with investment advisory services. 

Our staff is obligated to the fiduciary duties of honesty, good faith, and fair dealings.