Investment Management

Addison Advisors’ investment management process starts with a holistic financial plan that considers all aspects of your financial life.  This plan helps shape the individualized investment strategy that is designed to help you achieve your financial goals.  Our process is continuous and adaptive, consisting of the following steps:

  • Investment Strategy
    • Asset Allocation (stocks, bonds, cash, alternatives)
    • Investment Selection (mutual funds, ETFs, individual stocks and bonds)
    • Tax Efficient Asset Location (taxable, tax-deferred, tax-preferred)
  • Portfolio Management
    • Trade execution
    • Periodic rebalancing
    • Dynamic withdrawal strategies
  • Performance Reporting & Analysis
    • Investment performance measured against market benchmarks
    • Wealth accumulation compared to financial plans
    • Gaps analyzed and explained
Addison Advisors Investment Management Process

Addison Advisors Investment Management Process

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