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:

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.

• Diligent portfolio management: At August, we’re always watching the market, looking for different sectors to weigh portfolios in the right places. Our goal is to always provide the best return possible for you.
• Fee transparency: We don’t charge hidden fees. Instead, we explain what you’re paying for in detail. Plus, we offer flexible fee options to fit your needs, including fee-based and transactional options.
• Financial planning based on your goals: Our portfolio management services are tailored to fit your needs. We take the time to understand what’s most important to you and create financial plans to get you there.