Investment Management

Do you need to build a portfolio that will consistently generate cash? Are you more concerned with paying your bills or having your assets generate enough retirement income? If so, it is important to understand that the world of income investing is not as simple as it used to be.

Today, the art of good income investing that generates the highest possible income at the lowest possible risk may require putting together a collection of diversified assets such as dividend stocks, bonds, and real estate and the use of a variety of strategies and security types.

Your FinTrust Advisor and our CHARTERED FINANCIAL ANALYST® professionals can help you to develop an income portfolio. Contact us today to meet your credentialed FinTrust Advisor team.

Do you desire to build a portfolio that will grow in value through capital appreciation? Are you more concerned with the growth of your capital than generating income from your investments?

Investing for growth and capital appreciation can take many forms, depending on one’s age, risk tolerances, income, wealth and interests. Today, the art of good growth investing that generates the highest possible return at the lowest possible risk may require putting together a collection of assets and strategies such as traditional growth stocks, total return focused fixed income investments, real estate, private equity, hedge funds, and early stage venture capital investments.

Your FinTrust Advisor and our CHARTERED FINANCIAL ANALYST® professionals can help you to develop a growth portfolio. Contact us today to meet your credentialed FinTrust Advisor team.

Congratulations! You have successfully saved for retirement, and while saving is important, the way you manage your retirement savings could be even more important. That savings, after all, typically becomes your income and it must last. In addition, as a portfolio shifts from an accumulation stage to a distribution phase managing the volatility of returns and cashflows become increasingly important.

Building a retirement income strategy starts with a realistic look at what you’d like your retirement to be like—and what that lifestyle will likely cost—establishing your priorities and understanding the tradeoffs of each option. That can result in something of a balancing act for your emotional as well as financial life. There is no one-size-fits all retirement, and as such there’s certainly no one-size-fits all retirement portfolio, but our experts can help.

Your FinTrust Advisor and our CHARTERED FINANCIAL ANALYST® professionals can help you in investing for retirement. Contact us today to meet your credentialed FinTrust Advisor team.

Tax-smart investors understand that investing is not just about what you earn it is also about what you keep. Investments begin with savings and the fastest way of building wealth is to protect your money and make it grow. Taxes reduce income and wealth and impact many types of investments and accounts. Tax rules and laws also change over time, so properly understanding, monitoring, and reviewing the tax ramifications of your financial and investment strategies is critical.

Tax Smart Investing is about coordination between our team of experts and our clients’ tax professionals in order to take advantage of features offered by tax-advantaged accounts, tax-deferred accounts, tax-advantaged securities, and tax diversification.

Our tax smart portfolio management takes advantage of account types and asset location, asset and security tax features, accounts for tax risk and tax law change, tax loss harvests regularly and engages in tax advantaged asset swaps.

Your FinTrust Advisor, our CFA and CFP professionals will coordinate with your CPA to help you to develop a comprehensive tax smart portfolio management plan. Contact us today to meet your credentialed FinTrust Advisor team.