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Investment Management

Great Investment Strategies Should be Designed to Meet a Client's Unique Financial Goals

Every client brings with them a unique set of financial circumstances and goals. Every client has their own risk tolerances and portfolio constraints. Our job is to work with our clients to craft custom portfolios that are built for the long-term. We seek to generate a return for our clients while taking a risk level that they can withstand in bull and bear markets.

Our Investment Strategies are Grounded in Solid Investment Fundamentals & Our Experience Managing Through Every Kind Of Market There Is 

Barrels of Wine | Napa Valley CA | 5T Wealth, LLC.

This is done by:

Protecting your Wealth

In our experience, clients feel a lot more pain when their portfolio is down 30% than they feel joy when it’s up 30%. We understand. We know our clients have worked hard for their money and they are counting on it. We do our best to avoid big drawdowns in our portfolio accounts even if that means we miss on some upside potential. We are not afraid to hold cash when markets don’t look attractive.

Minimizing Volatility

Most clients hate volatility. It’s a natural part of investing and cannot be eliminated, but it can be mitigated. Whenever possible, we seek to minimize volatility in our portfolios. We have many ways of accomplishing this goal, including short-term hedging strategies and adding non-correlated assets to the portfolio.

Investing in Alternatives

Investing in alternatives are a great way of customizing portfolios to meet client’s specific goals. Although alternative investments have strict suitability requirements, are often illiquid and present a higher degree of risk, where prudent, we include trusted managers across private credit, private equity, and private real estate to client portfolios.

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