Investment Management

OUR PROCESS OUR PHILOSOPHY

A rigorous process focused on your goals


Your portfolio will consist of a diversified combination of flexible investments designed to match your return expectation, appetite for risk and tax sensitivity. Investments include fixed income funds, equity index funds, ETFs, mutual funds, individual securities and socially responsible investments.



our process

(To see more detail, hover over each.)


INVESTMENT COMMITTEE

The Seasons of Advice Wealth Management investment committee meets on a monthly basis to review existing recommended investments. The committee will also assess the current overall macro-economic market conditions and whether changes are warranted to the firm's investment philosophy.

IDENTIFY CLIENT GOALS & PREFERENCES

We work with clients to map out their goals and objectives and use that information to determine their custom risk profile.

MACRO VIEWS

We study and assess macro-economic variables such as inflation, unemployment and GDP growth as well as legislation coming out of Washington and the potential impact on the market.

MODEL PORTFOLIO GUIDELINES

Based on our analysis of the overall economic/market trends, we have developed and continue to monitor ten proprietary investment models.

CUSTOM INVESTMENT VEHICLES

As market and economic conditions change we have the ability to create customized investment portfolios using structured products.

QUALITATIVE & QUANTITATIVE ANALYSIS

We research the fundamentals of each investment using a robust, quantitative and proprietary algorithm to identify asset class category leaders.

ENVIRONMENTAL, SOCIAL & GOVERNANCE (ESG) CONSIDERATIONS

For clients who are interested in socially responsible investing, we assess ESG opportunities.

DEVELOP IPS & SELECT MODEL PORTFOLIO

Once a client's risk profile is determined, we develop a customized Investment Policy Statement using one of our ten proprietary investment models.

IDENTIFY & SELECT INVESTMENT LEADERS

Our proprietary scoring algorithm assesses both technical and fundamental analytic elements, to determine the best fund managers in each category.