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Investment Portfolio Management Services

Our personalized planning and investment guidance provides a clear direction and focuses on the strategies most appropriate to your goals and comfort with risk. We utilize the expertise and guidance of our firm’s global research and investment management team to provide customized solutions that are specific to your needs.

Understand the Client's Situation and Financial Goals

  • Identify client's wealth planning objectives and investment goals
  • Assess risk tolerance level, investment horizon and potential liquidity needs

Analyze Current Holdings

  • Analyze current holdings by assets class, sector, tax statues and risk combination
  • Review the location and structure of current assets

Asset Allocation Analysis

  • Incorporate propriety, forward-looking capital market assumptions into asset allocation model to develop efficient model portfolio across risk tolerance
  • Develop customized strategic asset allocation solutions with optimal risk/return profile
  • Identify tactical allocations to take advantage of potential shorter-term investment opportunities

Manager Recommendation

  • Identify appropriate investment manager for client consideration
  • Present Various manager mixes based on correlation, style and market capitalization

Planning and Family Governance Strategies

  • Assist client in defining strategic wealth transfer goals and objectives such as: wealth Distribution pattern, transfer timing and duration, direct or indirect transfers, tax efficient strategies, philanthropic intent, estate liquidity and business succession, and identify service providers that can help meet these needs

Portfolio Review and Rebalancing

  • Review client's objectives and portfolio performance; recommend rebalancing as necessary
  • Be proactive on taking advantage of perceived market opportunities
  • Evaluate performance attribution
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Penta Wealth Management

info@pentawm.com
57 River Street, Suite 301, Wellesley, MA 02481

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Investments Held with Charles Schwab & Co.

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Penta Wealth Management is proud to announce that we have been named as one of the Top Wealth Management Services Providers of 2023 by Banking CIO Outlook. The list recognizes the top firms who are at the forefront of delivering wealth management services and was determined using market research focused on peer/client recommendations and best practices. We are honored by this acknowledgment and proud of our team’s commitment to excellence.

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