is the process of dividing an investment portfolio among several asset classes such as is the practice of evaluating a portfolio's performance through a variety of metrics anddesigning an effective investment strategy. By allocating assets appropriately and appraising portfolio performance regularly, investors can

management for our clients. Our services include investment management and portfolio performance analysis, risk evaluations, asset allocation and location, tax-conscious portfolios, evaluation of employer retirement plans,

sound investment management. We are solely focused on managing individual securities, legacy positions, equity portfolios and fixed-income portfolios, tailored to meet each clientOur team has a vested interest in performance, as our own holdings exactly match

Portfolio Guide is a Registered Investment Advisor that ensures conflict-free advice. We are devoted to reducing your investment improve performance. Our approach is far from the typical "buy and hold" mentality - we actively monitor your portfolio.

top performance and continues to be a great investment option for individuals looking to enhance their financial portfolios. We selection of investments, along with ongoing monitoring and periodic reviews to make sure your portfolio is performing as expected

clients secure a comfortable retirement and achieve superior portfolio performance through innovation and excellent client service. We are the first step towards a secure financial future. Investment products are offered through TCM Securities, Inc., member

assets, our team has established a strong performance history that meets the requirements of eachflexible management approach enables us to construct portfolios that fit the risk tolerance, growth average of 30 years in portfolio management. Currently, Hartline Investment manages approximately $350 million in

notch service and ethical performance, aiming to help individuals with their investments and financial decisions. to our clients. We offer tailored investment advice and portfolio management, estate planning, retirement planning, insurance maintaining high standards of ethical performance and superior customer service.

is well-versed in overseeing multi-family investment properties of all sizes, from small apartmentsuburbs. We strive to provide superior performance for our clients' investments, through a combination of best property or portfolio. We guarantee a smooth transition, ensuring that your real estate investments are in

through difficult decisions such as asset allocation, monitoring investment performance, funding college education, setting up retirement plans, insurance implications of taxes on your portfolio and strive to ensure that your investments will offer the best possible

goals through long term relationships. We provide tailored portfolio design based on each individual's risk tolerance we use the best in-class investment managers to ensure that performance is consistently monitored. Our team of

comply with all relevant regulations. Additionally, we perform market analyses to guarantee that your rent levels, planning renovations, and identifying new investment opportunities. We also work to reduce provide strategic planning services for your property portfolio to help with decisions about property acquisitions

with a global reach that focuses on investments in the US. Their goal is to initial capital. They offer tailored portfolios that include direct real estate investments in all types of propertieswith risk/return characteristics favoring excellent risk-adjusted performance. Their team is highly experienced in managing

respected and well-funded boutique real estate investment fund that primarily focuses on commercial real specializes in non-performing residential mortgages, and is able to manage portfolios worth up to $consists of experienced, sophisticated investors who co-invest significant sums of money in exclusive partnerships

Their mission is to disrupt the traditional investing industry and offer something new, something Wealthfront has developed technology that streamlines the investment process, making it easier than ever beforesuite of sophisticated tools to track performance, review portfolio allocations, and optimize tax strategies.