Our portfolios are built around a process to specifically meet your
changing investment needs as your lifestyle and future goals evolve. Theme-based investment models allow you to focus on what is most important to you, such as retirement income, helping protect your wealth in a down market, minimizing taxes, trying to capture excess returns and more. Theme-based portfolios are thoughtfully constructed. From asset allocation
models to the selection and combination of underlying securities, each portfolio is specifically designed to address the objectives of your investment theme.

 


 

 

Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, Edison

 

 

 

 


 

Five Steps to Build Your Theme-Based Portfolio.

 



 

Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, Edison

 

Select your investment objective:

 


 

The investment objective serves as the foundation for building your portfolio. You and your advisor will select one based on a number of factors: your time horizon, financial goals and risk tolerance. Please note that your investment objective may differ over time so it is important to revisit as your financial situation changes.

 


 


Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, Edison 

Select your investment theme:

 


 

Your financial advisor will help you choose an investment theme that is aligned with your goals and expectations. The following table provides an overview of the themes available through Model Wealth Portfolios.

 

 

 

The following questions will help you think about your goals and provide you with an overview of the breadth of what your advisor can access through Model Wealth Portfolios.

Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, Edison


 

Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, Edison

 

 

Select your asset management strategy:

 


In Model Wealth Portfolios, you have a choice in your asset management strategy of strategic or tactical time frames.

Strategic: The strategic asset allocation process typically looks out over a three to five year time period and makes investments in those areas that may perform well over that time frame. These portfolios do not react to all short term market movements. In the case of a significant market change, these models will be traded. This management style has less trading and is designed for investors who have a longer-term investment focus.

 Tactical: Tactical portfolios are designed to be invested over a shorter time period to potentially take advantage of market opportunities as short as a month, week or day. This management style will typically have more trading than a strategic model.

 


 

Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, Edison

 

 

Select your strategist and model:

 


In Model Wealth Portfolios, you have access to industry-leading portfolio strategists including LPL Financial Research.

 

Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, Edison

 


 

Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, Edison

 

Select your investment vehicle and implement:

 


You and your financial advisor determine whether you would like to implement your portfolio with mutual funds and/or exchange-traded products. Both offer a way to gain diversified exposure to a broad market, market segment, asset class, style or geographic region. The differences lie with how they buy and sell, trading frequency and tax implications.

 


 

Go Ahead...Let One Of Our Strategists Manage Your Portfolio.

Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, Edison

 


 

One of the best ways to pursue your unique financial goals is to align your investment strategy with your vision for the future and feelings about risk, savings and wealth. With the assistance of Prestige Capital Strategies, we can help you realize your goals through an asset management strategy that provides a disciplined investment process backed by expert resources.