INVESTMENT MANAGEMENT

At Resurgent Wealth Management, our personalized approach to investment management emphasizes portfolio management that is custom tailored to the individual needs of each client. We listen closely to you and gain a careful understanding of your unique goals, risk tolerance and time horizon. We use this information to develop an investment strategy that provides a framework for determining an asset allocation balancing risk and reward over a long term time horizon. Once the investment strategy is in place, we utilize a manager of managers approach which is based on hiring and monitoring specialist investment managers for their experience in specific markets or with specific investment styles and then combining those various managers to create portfolios tailored to client goals. This strategy allows us to outsource research and selection of individual securities to best in class managers while we stay focused on personal consultation, service and ongoing advice. We use our knowledge of markets, asset allocation and portfolio construction to hire managers that give us the best chance to reach our stated objectives. We use a fee based model which means we are compensated by growing your investment portfolio.

INVESTMENT PHILOSOPHY– We adhere to the following set of beliefs and principles that guide our decision making process and generate the best chance for success over the long term:

Diversification-The key to suitable diversification and proper asset allocation is the inclusion of multiple asset classes. Holding a variety of non correlated assets can significantly reduce risk and lower the volatility of a portfolio.
Open Architecture Manager Selection- Our investment platform is powered by the institutional size and scale capabilities afforded us through our partnership with LPL Financial. We have access to best in class investment managers and we are unrestricted by any proprietary products. We essentially hire the managers and hold them accountable for adherence to style and predetermined performance measures.
Risk Management– We take risk very seriously and employ risk management strategies beginning with our initial assessment, to portfolio construction and then ongoing oversight and rebalancing. We work hard to limit the introduction of undue and unnecessary risk by aligning our client’s risk profile with manager selection. We strive to develop efficient portfolios for our clients that generate the best returns possible with the least amount of risk.
Ongoing Portfolio Management– Things change and life happens which means that portfolio management must be a continuous process. Once a client’s needs are defined and a portfolio has been put in place, the process continues with periodic rebalancing. In addition, each manager is continually monitored and subject to replacement should they deviate from style or fail to achieve stated goals and objectives