Investment Acumen

Proprietary asset allocation structure creating long-term liquidity, stability, and growth, while managing volatility

What We Know

Why it’s Important

How We Do It

WE CARE – we help guide our clients through complicated life events and major financial decisions through goals based investing

Together we build a unique and customized personal investment policy driven by YOUR financial life plan

No Conflicts of Interest

Investment Policy

Portfolio Construction

The Art of Rebalancing

Asset Location

Staging of Income

Disciplined Investment Process

We construct portfolios with a disciplined scientific approach to investing using a combination of internal research and third-party research to develop long-term strategic policy and shorter term tactical policy to take advantage of market cycles.

Stock Market Overview

Stock Market Index Source: S&P 500 Total Return Index. Index data obtained from Morningstar, Inc.

Vector’s investment acumen includes:

  • Asset Allocation Strategies driven by and integrated with the SOJOURN wealth plan
  • Investment Real Estate integrated into market based investment strategies
  • Concentrated Position Risk Management (Corporate Stock Incentive Plans)
  • Options Overlay Strategies / Risk Mitigation Strategies
  • Strategic Gain/Loss Harvesting
  • Tax Efficient Portfolio Construction
  • Proactive Strategic and Tactical Portfolio Rebalancing
  • Asset location to optimize family wealth across generations
  • Legacy Asset Strategies
  • Portfolio Expense Audit
  • Investment Overlap Analysis
  • Held-Away Asset Review/Integration
  • Corporate Retirement/Benefit Plan allocation integration