INVESTMENT MANAGEMENT

We craft personalized portfolios for financial goals, including private alternatives with continuous monitoring and refinements for ongoing success.

SERVICES INCLUDE:

Custom Active Portfolio Management constantly monitored 

  • Low Cost, Tax Efficient Investments

  • Private Alternative Investments 

  • Portfolio Hedging and Options Strategies

  • Ongoing monitoring, rebalancing, tax loss harvesting 

    • There is no guarantee that tax loss harvesting saves tax dollars. Investing involves risks including potential loss of principal.

  • On Demand access to performance reporting

  • Portfolio Risk Analysis

  • Portfolio Stress Testing-test the impacts of historic markets scenarios versus your current portfolio

  • Employee benefits: 401k retirement/ profit sharing plans

  • Company Stock planning, stock options, Restricted Stock Unit (RSU), Incentive Stock Options (ISOs), Employee Stock Purchase Plan (ESPP)

  • Other employer savings, deferred compensation, Employee Stock Ownership (ESOP), pension

  • Managing concentrated stock positions

  • Socially Responsible Investing / Environmental Social & Governance (ESG)

What you can expect from us

Should you choose to meet with our team at Mackeson Advisory, we want you to experience the difference firsthand. We take three meetings to help define your life goals, gain a better understanding of where you're at now and design a plan for going forward. Our initial meetings are always confidential and complimentary.

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    AMBASSADOR CALL

    No strings attached. We'll simply have a quick call to learn more about you, your priorities, assess if we can add value to your financial picture and to gauge potential fit.

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    INITIAL MEETING

    We'll spend 90-minutes together going through our honest conversation, a behavioral finance exercise to determine what's most important to you and gather data to build your financial plan. 

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    CUSTOM PLAN DESIGN

    With a clear understanding of your aspirations, priorities and goals, our guides will curate a plan. After, we'll take 60-minutes to walk you through your roadmap and gather feedback to make any adjustments

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    RECOMMENDATIONS

    Our advisors will meet with you a final time to share actionable recommendations for your portfolio based off priority and tailor-made to your unique circumstances. 

Let’s Talk

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