We believe a financial plan is only as sound as the investment decisions made in support of it. Our Wealth Trajectory platform provides our clients with sophisticated portfolio management led by experienced managers.
Madison & Main has made an investment in our business to allow us to offer experienced portfolio management and reduce the total investment cost to our clients. Unlike other firms which outsource the management of your portfolio to third parties incurring an extra layer of fees, we manage many of our portfolios in-house led by our Chief Investment Officer. Our dedicated investment team is focused solely on observing markets and managing your portfolio.
We offer numerous discretionary strategies based on your investment objectives and risk tolerance. We also can build custom portfolios for clients with complex financial situations. We have access to broad range of Alternative Investments and can also incorporate option based strategies to help enhance yield on portfolios or mitigate risks associated with concentrated single stock positions.
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Rosie joins Madison and Main Advisors to wish everyone Happy Holidays.
