THE VALUE OF INDEPENDENCE
Your life story is unique to you. It’s unlike that of your friends, your acquaintances, or even your family members — and your investment strategy should be equally distinctive.
When building your portfolio, we’ll start by talking with you to understand your goals, timelines, and priorities. Every client is unique, so we treat each case individually and provide a custom investment strategy to match your specific situation.
Being an independent investment advisor allows us to freely choose from the universe of investment options and prioritize what is right for you. Whether it is a retirement account, a corporate 401(k), a trust, or individual account, we have the expertise to tailor and manage your portfolio to your goals and objectives.
We do not earn commissions from investment recommendations at Warren Street. We are fiduciaries, always working in your best interest.
PROVEN INVESTMENT PRINCIPLES
In developing portfolios, we start by working to understand each client’s specific story and providing them with a solution for their investing need.
Each portfolio takes into account our seven investment principles. For a deep dive on each, download this guide from our Chief Investment Officer, Blake Street, CFA, CFP®.
CUSTOM INDEXING & ESG
We’ve found some of our clients prefer to own individual stocks over ETFs and mutual funds. That’s why we offer a custom indexing tool, which allows clients to personalize their investments to their individual values, preferences, and goals. At the same time, we optimize taxes by automatically harvesting tax losses throughout the year. This can be an especially helpful option for individuals who may want to:
- Reduce concentrated stock risk (e.g., employer stock)
- Custom-build a portfolio to support ESG (Environmental, Social, and Governance criteria) stocks
- Offset embedded gains with cash or tradable securities
Custom indexing works very well for certain clients, but it all depends on your account type, tax circumstances, and goals. Get the full story here to see if custom indexing might be right for you!
If you’re ready for a complimentary portfolio review, use the button below to schedule a call!