Carmosino Wealth Management
The three key priorities in building our model portfolios are: Risk Mitigation, Tax Efficiency, Returns We aim to offer our clients a tailor-made plan from our portfolio models which is aligned to their risk tolerance.
This portfolio's objective is to maintain a low risk profile by investing in securities that are predominately fixed income with a little exposure to equities to provide modest growth.
BALANCED PORTFOLIO:
This portfolio has an equal weighting of fixed income and equities with a little exposure to alternative investments. The portfolio aims to provide growth through tax efficient investments and the alternative investments provide exposure to non-conventional asset classes to minimize volatility in the portfolio.
The objective of this portfolio is to provide long-term growth through tax efficient investments primarily in equities with some exposure to fixed income and alternative investments. While the mandate specifies growth, our primary concern is also to protect capital during negative market cycles and thus our investments selection has downside protection always as a primary focus.
We pride ourselves on developing superior asset allocation strategies that are both diligently researched and dynamically implemented. The team will collaborate with you such that, together, we can create a conservative approach that is customized to fit your investment style, and designed to help you maximize your potential return, minimize taxation and achieve your financial aspirations. You will benefit from globally diversified strategies based on current economic conditions. We will also create a strategy to set a frequency for reviews to ensure compatibility with evolving marketplace conditions. Portfolio allocation is then adjusted accordingly.
Clients receive quarterly performance reports for their portfolios. Formal reviews will be held to suit client's needs.
