The path to financial independence. SM. Wealth Management Services

Transcription

1 The path to financial independence. SM Wealth Management Services

2 1 st Portfolio s integrated services featuring Wealth Connect TM are custom-built to address the unique needs of wealthy individuals and families. 1st Portfolio Wealth Advisors specializes in helping select affluent business owners, executives and families preserve and grow their wealth. Our firm draws on the financial acumen and entrepreneurial expertise of its advisors to provide comprehensive wealth management and business retirement plan services in a conflict free environment. Guided by our holistic, goals based planning process, 1st Portfolio Wealth Connect, our clients achieve peace of mind and financial independence. 1st Portfolio s proven investment approach combines long term growth strategies with timely asset allocation adjustments designed to enhance returns and provide downside protection in volatile markets. Comprehensive financial services to keep you on the path to financial independence Guided by our proprietary planning process, 1st Portfolio Wealth Connect TM, our advisors work with clients to address their every need. Wealth Planning n Goal Setting n Retirement, Tax and Estate Planning n Multi-generational Wealth Planning n Risk Management Strategies Investment Management n Portfolio Construction and Management n Manager Selection n Market Research and Economic Analysis n Fiduciary Services Business Strategies n Corporate Retirement Plan Management n Business Succession Strategies n Stock Option Planning n Executive Compensation Planning Wealth Connect TM Our proprietary six-step process helps you and your advisor organize and optimize your financial life: 1. Establish short- and long-term goals. 2. Develop your 1st Portfolio Roadmap TM. 3. Create a customized plan. 4. Create an Investment Policy Statement (IPS). 5. Implement your investment plan. 6. Monitor, research, rebalance and report.

3 1 st Portfolio s investment approach is designed to preserve and grow wealth for present day and future generations. A proven investment philosophy combining strategic and tactical allocation strategies Passive and active strategies to enhance returns and help minimize risk A thoughtful adaptation to today s volatile markets With 1st Portfolio, you gain access to a globally diversified, multi-asset class strategy. Tailored to meet the distinct needs of each individual client, our investment capabilities feature: Our approach to portfolio management helps to provide stability to preserve wealth over long time horizons while simultaneously being proactive and opportunistic during near term economic cycles: Key principles of our investment philosophy We establish a long-term strategy and then seek near term opportunities and market cycles that are advantageous to our clients goals. Guided by economic and market analysis, we apply downside protection strategies to enhance returns and minimize risk. n The 1st Portfolio 8/18 TM System Diversification across eight asset classes and 18 sub asset classes n Access to best-in-class institutional managers n Active strategies to minimize downside risk in volatile markets n Passive and active investment strategies n Flexibility to recommend solutions that best fit our client s needs n Proactive research and analysis of economic and market trends n We establish a core passive strategy n We follow up with active management n We enhance the passive and active strategies with timely, opportunistic tactical allocation shifts to enhance returns n We apply downside protection strategies during volatile market conditions to minimize risk n Diversification is key. n Asset allocation drives performance. n Risk and return are related. 1st Portfolio 8/18 TM System Cash U.S. Bonds International Bonds U.S. Stocks 8 Asset Classes International Stocks 18 Sub Asset Classes Real Estate Natural Resources Alternative Strategies How We Manage Client Portfolios Passive Strategy Active Strategy Tactical Strategy Short Term Intermediate TIPS High Yield Developed Emerging Large Cap Mid Cap Small Cap Large Developed Small Cap Developed Emerging Markets Domestic International Energy Commodities Precious Metals Hedge/ Long-Short

4 1 st Portfolio s team of skilled professionals work together to deliver a first class client service experience. A high touch, team approach brings our clients the power of collective intelligence Complete alignment with our clients values in a conflict-free environment Relationships built on decades of trust By applying an investment philosophy designed to preserve and grow wealth, 1st Portfolio has retained over 98% of its client relationships. Over half of the firm s clients have worked with our Principals for 10+ years, with some relationships exceeding 20 years. 1st Portfolio fosters a collegial atmosphere where team members frequently collaborate to identify the best solutions for our clients. While your advisor is your primary point of contact, you ll benefit from the collective effort and wisdom of the entire firm. And for those accustomed to service models where communication is largely confined to a quarterly statement, 1st Portfolio offers superior client service via: n Advisors and staff hold advanced degrees and designations n Thoughtful, personal approach n Annual client appreciation and networking events n Client learning opportunities n Monthly, quarterly and annual communication n Detailed and comprehensive annual reviews 1st Portfolio develops its goals-based client solutions in a professional environment that promotes transparency and alignment with our clients. As an independent, privately owned firm we are beholden only to our clients and their needs. Our clients enjoy a feeling of openness and trust knowing that their values are fully shared by their advisory team. n Firm is not beholden to anyone but the client n We hand pick our investment managers based on their integrity, credentials, skill and alignment with our values and philosophy n We act as fiduciaries on behalf of our clients n Transparency in fees n Advisor compensation is derived from fees not tied to the sale of specific products A distinctive client base 1st Portfolio clients are executives, business owners and prosperous families who: n Want to preserve and grow their wealth n Value a client-centered approach to wealth management n Bearing the Bull blog and newsletter n White papers and market commentary

5 The path to financial independence. SM Take the first step toward financial clarity and confidence With 1st Portfolio at your side, you ll see the big picture as never before moving confidently toward your goals with a clear sense of direction. Talk to 1st Portfolio today and learn more about our: n Comprehensive wealth management services n Entrepreneurial acumen n Investment philosophy geared to preserving and growing wealth n Best-in-class client advisor teams n Alignment with our clients interests Call (703) to schedule a personalized introduction to our broad capabilities. 1st Portfolio Wealth Advisors Fair Lakes Circle Suite 450 Fairfax, Virginia firstportfoliowealth.com st Portfolio, Inc.