Each portfolio at Autus is unique in structure and design to suit our clients’ goals and objectives. We believe our clients are best served setting realistic, forward-looking expectations that focus on their specific risk tolerance and return objectives.
We offer our clients many advantages:
Customized Portfolio Design
Investment Policy Statement (IPS) Preparation
Unbiased, Independent Research
Concentrated-Wealth Risk Management
Stock Option Strategies
Experienced Investment Professionals
Wealth Management Services
We review existing holdings, identify strengths and weaknesses, analyze risks, and determine a plan to improve and enhance your portfolio.
All of our clients have an individual policy statement to articulate their goals and objectives, define asset allocation targets, list acceptable investments, and identify a performance benchmark.
We will construct a portfolio with careful consideration of each client’s unique circumstances and customize it to the specific needs of the individual.
We continuously analyze, evaluate, and adjust our client portfolios, ensuring adherence with and progress toward stated investment goals.
We analyze our clients’ progress toward meeting long-term financial goals and objectives utilizing state-of-the-art planning software.
All investment decisions, including portfolio construction, security selection, and setting return expectations, are made within an overall risk framework that is well-defined and tailored to each individual client.
We coordinate with clients’ tax professionals, and always consider tax ramifications when making investment changes.
Our forecasting software helps set reasonable expectations for spending, and incorporates multiple factors such as income, investment returns, taxes, and inflation.