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Portfolio Management

A critical part of reaching your financial goals is picking and choosing investments or investment strategies. You might fear running out of money during retirement or missing out on the best return on your investment. 

Whatever your concerns, August Financial Consulting can help you diversify your portfolio and plan for your future financial needs. We’ll help you understand the potential risks of your portfolio and uncover new opportunities.

Expert Portfolio Management by August Financial Consulting

We offer hands-on portfolio management by our team, automatically re-balanced index-based models, and access to an list of outside money managers. To establish the best approach for you, we pair your financial plan and personal interest with the management structure you’re comfortable with. Our access includes but is not limited to the following investment types:

  • Single stocks
  • Federal, state, municipal and corporate bonds
  • Option strategies
  • Exchange Traded Funds (ETFs)
  • Open and closed-end mutual funds
  • REITs

August Financial Consulting’s managed models offer a range of allocation opportunities based on your goals and acceptable level of risk. These five models are a low-cost investment approach automatically rebalanced every quarter. The goal is to ensure your portfolio maintains a proper balance and can take advantage of trimming opportunities during market peaks and buying opportunities during downturns. 

Choosing an outside money manager involves a rigorous selection process focused on pairing your portfolio needs with the appropriate manager style and investment management charter.  You also have the opportunity to be part of an interview process to ensure a proper match.

Why August Financial Consulting?

August Financial Consulting brings decades of experience to the table, ensuring you receive sound financial advice. We understand our clients have a wide range of needs and each financial situation is different. From managing risk to drawing income and building wealth, we are committed to working with you to meet your goals.

Schedule Your Retirement Planning Review

August Financial Consulting is here to help you reach your financial retirement goals. Allow us to see how we can support you with a financial planning review. Reach out to our team today by calling 952-767-2073 or fill out the form here.

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