Investment Management

Asset allocation and diversification are core principles of TAK Advisory’s investment approach. Clients’ target asset allocation is established based on their unique needs, situation, preferences and time frame. Typical portfolio consists of four asset classes; Stocks, Bonds, Cash and Real Assets. Portfolio is reviewed and rebalanced regularly to control risks and maximize long term returns. 

Investment management service may include:

  • Review clients overall financial situation, assess short term and long term financial goals.
  • Develope clients financial plan, balance sheet and cash flow report and retirement income plan.
  • Analyze clients risk profile to indentify clients risk tolerance and recommend appropriate level of investment risks in order to achieve clients financial goals. 
  • Develope customized Investment Policy Statement (IPS).
  • Recommend investment selections and provide ongoing investment advice.
  • Execute trades, manage short term cash flows and monitor investment progress.
  • Provide Quarterly Performance reports and Quarterly Billing Statements.
  • Meet in person on request, quarterly or annually based on clients unique needs.
  • Provide regular and ongoing communications including Monthly Newsletter.
  • Work with client’s CPAs and Attorneys to identify tax savings and estate planning opportunities, tax loss harvesting, roth conversion, required minimum distribution and qualified charitable contribution.