TAKE CONTROL OF YOUR PORTFOLIO
Achieving financial independence is a key goal for many investors, and the first step towards reaching this goal is developing a sound investment plan. With thousands of investments available, it can be difficult to choose the ones to help you meet your individual goals today and in the future.
Through our affiliate, Spartan Capital Private Wealth Management, LLC, we simplify this challenging process by offering you professional, customized advice. Your personal Financial Advisor will work closely with you to analyze your needs and develop a customized financial solution.
WHAT SPARTAN CAPITAL PRIVATE WEALTH MANAGEMENT LLC SERVICES PROVIDES
Spartan Capital Private Wealth Management LLC Services offers you all the tools you need to be an active, informed investor in one easy-to-manage account. Here’s what you can expect:
- Customized, Professional Investment Advice
- Access to a Wide Variety of Investments, Including Load and No-Load Mutual Funds
- No Sales Charges or Transaction Fees
- Free Transfer Across Mutual Fund Families
- In-depth Research
- Ongoing Service
DESIGNING YOUR PORTFOLIO
Developing a customized portfolio that meets your specific needs starts with your Financial Advisor guiding you through the following process:
UNDERSTANDING YOU AND YOUR GOALS
Before you make any investment decisions, you need to focus on your individual situation and the results you want to achieve from your portfolio. Your Financial Advisor will help you identify your financial goals, risk tolerance, time horizon, future plans, and specific investment preferences.
DEVELOPING A CUSTOMIZED INVESTMENT STRATEGY AND PROFILE
Your Financial Advisor will develop a strategy tailored to your financial goals. This plan will guide you and in developing a personalized asset allocation strategy to build a portfolio with a wide variety of investments including all types of funds, giving you the opportunity to benefit from the upside potential of a wide range of markets, while limiting the downside risk that comes from lack of diversification.
ANALYZING AND SELECTING THE BEST ALTERNATIVES
Armed with an in-depth understanding of your portfolio needs and preferences, your Financial Advisor will analyze the thousands of securities available through Spartan Capital Private Wealth Management LLC services to give you timely, objective and concise research to help you choose an optimal mix of investments to implement your financial strategy.
TRACKING YOUR PROGRESS
You will stay current on your portfolio through regular updates from your Financial Advisor, monthly statements, and quarterly portfolio reviews. Portfolio reviews include a summary of your current holdings and an overview of the rate of return for your portfolio from the most recent quarter, as well as year to date and since the date of inception.
REBALANCING YOUR PORTFOLIO
As time passes and markets move, the allocation of your assets may deviate from your original plan. When this happens you may want rebalance your portfolio or analyze how these shifts impact you and whether changes make sense for you. Because you pay one fee, assessed quarterly, based on the value of assets invested, you have the flexibility to move money among funds without paying sales charges. Funds are purchased at net asset value, including no-load funds and funds that have waived their front or back-end sales charges.
SIMPLIFY YOUR LIFE WITH SPARTAN CAPITAL PRIVATE WEALTH MANAGEMENT LLC SERVICES
Investing can be a time-consuming and complicated process. But it doesn’t have to be. With our Advisory Services, you have access to a wide range of investments and the professional advice and support of your Financial Advisor – all for a single fee, based on the value of your account. Advisor is your one-stop source for:
- Personalized investment solutions
- Thousands of investment choices
- In-depth, timely and accurate research
- Concise monthly statements
- Detailed quarterly portfolio reviews
You won’t find a better investment platform than Spartan Capital Private Wealth Management LLC services. It has everything you need to help you achieve your financial goals.
To learn more, please speak to your Financial Advisor today.