Portfolio Management

 

 

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Portfolio Management Services

Advanced Portfolio Management (APM)

Our customized portfolio management service is called Advanced Portfolio Management or APM service. This service is ideal for anyone with a portfolio of $500,000 or larger seeking professional help in customizing and managing their portfolio. We are able to provide this integrated portfolio management service to clients even if they have company provided retirement plans (401k, 403b, etc.) Additionally, we are able to generate household level portfolio performance reports, regardless of where they have their investments. To learn more about our portfolio management philosophy and process and see a sample of the performance reports, click the buttons below.

Basic Portfolio Management (BPM)

For those who do not need customized portfolio management, we offer our Basic Portfolio Management, or BPM service. This service is designed for clients with a portfolio less than $500,000 that are focused solely on asset allocation and index investing and want to delegate the monitoring, rebalancing, and performance reporting to D3. Because this service is not customizable, we have lower minimum fees that apply. We calculate portfolio performance on a semi-annual basis. Click on the button below to view a sample portfolio management report.

Portfolio Management Services

Basic Portfolio Management (BPM)

Advanced Portfolio Management (APM)

Ideal Application Clients looking for low cost passive investment management. Clients who already have a financial plan and solely prefer to outsource professional construction and day-to-day management of their portfolio.
CLICK TO VIEW EXAMPLES Timeline Timeline
Emotional Risk Tolerance Assessment Annual Annual
Asset Allocation Recommendation Ongoing Ongoing
Tax Optimized Investment Recommendations n/a Ongoing
Investment Recommendations Incorporating Retirement Plan with Limited Options Ongoing
Inclusion of Held Away Retirement Account (401k, 403b, Annuity, Deferred Compensation) No Yes
Types of investments Low Cost Passive Exchange Traded Funds Blend of passive and actively managed investments
Implementation & Monitoring of Investments Ongoing Ongoing
Portfolio Rebalancing Ongoing Ongoing
Implementation of Tax Loss Harvesting Ongoing Ongoing
Implementation of Tax Gain Harvesting Client-Directed Client-Directed
Performance Reporting Annual Semi-Annual
Client Portal Unlimited Unlimited
Meeting Frequency Annual 2 performance reviews per year
Fee .5% of assets under management with $500/year annual minimum .5% of assets under management with $5,000/year annual minimum

Secure Client Portal Access

As a part of our portfolio management services, we provide convenient, secure client portal access. Within your client portal, you able to review your portfolio online and have 24/7 access to all of your important financial information and documents.

  • Access your financial information using military-grade encryption
  • Send and receive documents using our secure document vault
  • Access your financial information and documents from your mobile device, including tablets.

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