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Portfolio Management

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We've got the tools, so let's get to work. Contact us today--consultation is free.

The science of Portfolio Management is complex in its nature. Finding the right mix of investment products and solutions requires ongoing market research and trend analysis. At Desla Wealth Management, we are committed to helping you achieve your goal of growing and preserving your wealth. We are flexible in updating your asset allocation as your needs evolve and based on market conditions. 

Our Process

Determine current financial situation and goals

  • Assess current assets, liabilities, cash flow and investments.
  • Define your short and long-term goals.
  • Prioritize goal attainment.

Understand investment objectives 

  • Analyze Risk versus Return tolerance level.
  • Discuss and prepare a portfolio strategy reflecting the Risk/Return profile.

Develop asset allocation

  • Develop an asset allocation strategy based on investment objectives.
  • Asset mix is diversified to reduce risk levels. 

Select investment options

  • Investment options are chosen based on asset allocation specifications. 
  • Asset classes may include a combination of stocks, bonds, mutual funds, ETF...etc.  

Ongoing Review

  • Portfolio Management process starts after the portfolio has been implemented.
  • Review, monitor and rebalance investment funds when needed.




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