Setting your personal Asset Mix
The balance between your return goals and risk tolerance determines your portfolio’s asset mix. As your life progresses, your needs and tolerances evolve. Your personal asset mix will likely change along with this evolution, as it will with changing market conditions.
Building your customized portfolio
At Mark Johnson Wealth Management, we design and develop your investment portfolio to specifically match your needs and goals.
Based on your ideal asset allocation, we will select the appropriate combination of securities for your portfolio with meticulous care.
We rely on conservative, top down economic and fundamental research. Our portfolios reflect a blend of investment styles, but always include value-based security selection.
We adhere to disciples of fundamental valuation, technical market analysis and quantitative analysis. The result is clear accountability for the decision making process.
Managing your Portfolio
Financial market and economic conditions change, as do your personal needs and goals.
Managing your investments includes a continuous process of monitoring your portfolio. This process ensures that your portfolio meets your investment objectives and provides for your needs.
Our monitoring process includes economic and capital analysis and forecasting. It features tactical and dynamic asset rebalancing, the consistent and disciplined process of buying and selling securities, and the optimization of trade execution.
We also address taxation issues, and will actively manage your portfolio to minimize the impact of tax on your investment returns.
