Broker Check

18W 140 Butterfield Rd., Suite 1500, Oakbrook Terrace, IL 60181

(630) 760-5500
ryangarrity@rwplanners.com
Client Access

Investment and Portfolio Management

Client Centered

You have likely worked hard and sacrificed for many years to accumulate your wealth.  We believe your money should work as hard as you.  Investment and portfolio management is about making the most of your money.  No matter how much you have in your portfolio, it’s important to ensure every dollar is optimized. Many of our clients do not have the time or qualifications to properly achieve this, and we are happy to assist them with this critical task.  Let’s work together to design a portfolio that reflects your needs and helps you provide for yourself and those most dear to you.  

Investment and portfolio management consists of:

  • Defining your savings goals (retirement, education, a large purchase) and time frame.
  • Evaluating current market conditions, historical performance, tax efficiency, and underlying investment fees.
  • Monitoring the portfolio’s overall performance and making adjustments in an effort to maximize the return potential while minimizing risk.
  • Assessing your risk tolerance - ongoing fluctuation is part of investing.  We combine over 20 years of investment experience with industry-leading analytic tools to guide us in designing portfolios to meet your goals while striving to minimize fluctuation and avoid undue losses.
  • The creation and overall care of an investment portfolio, which includes suggesting an investment strategy, buying/selling investments, and managing the portfolio’s asset allocation to pursue your financial goals.  
  • Minimizing taxes that can reduce longer-term investment returns.  There are a number of effective strategies such as using tax-efficient investments and applying tax-loss harvesting where appropriate.  Effective use of these strategies seeks to generate more net spendable income and greater long-term wealth for tomorrow. 

Our services provide oversight of a client’s investments to ensure the portfolio continues to align with their goals, risk tolerance, and financial priorities.  With access to nearly every mutual fund, exchange-traded fund (ETF), and stock selection strategy, we can help diversify your portfolio for potentially better returns while seeking to minimize risk.  We typically charge a monthly fee that is based on the client’s assets under our management.  When charging a fee based on assets under our care, we do not receive any compensation from the underlying investment vehicles we choose to include in your portfolio.  This is designed so we can manage your wealth with full transparency.  Our fee is automatically deducted from your account monthly, and we do better when you do better.  Please contact us to learn more about our risk-managed investment approach and asset-based fee schedule.

Have a Question?

Thank you!
Oops!