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Proper portfolio management is secured by requires integrated oversight. Risk, return, cash flows, and tax liabilities must be accounted for across all asset classes and vehicles—whether or not under direct management.

Unified risk management
and reporting
  • Reporting reflective of all client holdings, including those not managed by Structural Wealth
  • Portfolios under Structural Wealth’s supervision managed to achieve targeted risk profile across full economic portfolio

 

Rebalancing and
cash flow management
  • Gain recognition timed to minimize tax liability while meeting cash needs
  • Evaluation of potential actions to rebalance considers tax and transaction costs, anticipated cash flows from non-portfolio income, and client cash needs

 

Tax management
  • Intensity of capital loss recognition calibrated to client tax posture
  • Income recognition, including conversion or liquidation of tax-advantaged accounts, managed to minimize present value of taxes
  • Charitable donations managed to maximize value of deductions and utility in avoiding capital gains or diversifying risk