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Portfolio Management

The portfolio management decisions we make for our clients are based on a comparison of risk tolerance versus performance, investment mix, distribution across market sectors, asset allocation and client objectives.

Our portfolio management approach is non-emotional and goal-oriented. We do not believe in a “buy and hold” approach nor do we make immediate reactions based on market conditions. There are many reasons why people decide to hire a professional advisor to manage their assets. Typically when we meet with people, our discussion includes some of the following topics:

GO TO TOPICS

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We are here to help you achieve your financial and retirement goals.

At Minich MacGregor Wealth Management, we take a team approach in helping our clients navigate the different life stages. Utilizing decades of experience, some of the industry’s best analytics and software planning tools, helps bring these three stages of your life into focus with a clear, concise roadmap to follow in the years ahead. 

We Take An Active Approach to Portfolio Management

Investment Plan

Developing a personalized investment plan that provides a non-emotional, goal-oriented, calculated approach to investing.

Portfolio Growth

Maximizing a portfolio’s growth while respecting the client’s acceptance of volatility or aversion to risk.

Easing Stress

Our professional advice and years of experience can sometimes help to reduce the stress and emotion that is often associated with investing.

Monitoring & Managing

Taking on the time commitment involved with monitoring and managing a portfolio.

Strategic Investing

Using Relative Strength to measure the supply and demands of securities allowing us to make informed, disciplined decisions as opposed to knee-jerk reactions.

Click here to learn more about relative strength.

Account Management

Proactively managing current 401k / 403b accounts.

Click here to learn more about the ways we help participants make the most of this important asset with the least amount of effort.

Portfolio Changes

Utilizing discretionary authority allowing us to execute changes to portfolios when a timely reaction is needed as a result of current market conditions.

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ARTICLES

Relative Strength in Investing and Stock Analysis

  • What is Relative Strength?
  • Understanding Relative Strength.
  • Real-world Example.
  • Relative Strength Index (RSI).
Read Article

401k Participants: Get Real Advice for Your 401k

  • Optimize Your 401k Allocation
  • Defensive or Growth Mode
  • Fund Performance Insights
  • Comprehensive Retirement Planning
Learn More
Take the next step in being active about your portfolio management and talk to us about how we may be able to help you.
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Your Financial Advisors

James Minich

RIA Principal,
Portfolio Manager
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Jason MacGregor

RIA Principal,
Portfolio Manager
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Cory Laird

CFP®
Financial Advisor
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Andrew Pallas

CFP®
Financial Advisor
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Related Topics

Retirement Planning

Our retirement planning services are designed to help you navigate the path to a secure and fulfilling retirement, ensuring you can enjoy the lifestyle you envision.

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Financial Planning

Our CERTIFIED FINANCIAL PLANNERS™ take a holistic approach to financial planning that takes into account your stage of life, your goals and how one financial decision can impact the next decision.

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401K Advice

We will give you personalized advice, tailored to your specific financial picture AND employ an appropriate growth strategy combined with a proactive risk management process.

Learn More