Investment management that reflects your lifestyle.
Our work delves into multiple areas of personal finance that most other investment managers and investment planning services don’t touch on, including investing, tax planning, savings, retirement, your estate, insurance coverage, and serious discussions about what you want your money to do for you.
How We Help with Investment Planning
With Passport Wealth Management, financial planning takes a life-long and personal approach. We talk about your current lifestyle, the lifestyle you want for the future, and what goals you have for your money.
Passport Wealth Management recognizes that life is not an “either–or” situation; it’s usually some combination of “and.” For example:
We take a comprehensive approach that most other investment managers and investment planning services don’t touch on and our work delves into multiple areas of personal finance, including:
Savings
Estate planning
Insurance coverage
- Serious discussions about what you want your money to do for you
Our clients bring a variety of concerns to us—pragmatic, social, financial, familial, business, etc. Crafting a comprehensive investment plan that takes them all into account is vital.
Investment Management Approach and Philosophy
Our investment planning services begin by getting to know you. Only then can we work together to develop an Investment Policy Statement (IPS).
We use factor investing or factor-based investing as we determine the right investments for you. Factor investing, or smart beta investing, is an investment approach that involves selecting investments based on quantifiable attributes that are empirically tied with stock returns.
We also seek out funds and investments that publish Environmental, Social, Governing (ESG) data. This is commonly referred to as ESG investing, which means purposefully investing in companies that meet certain criteria with respect to their use of resources (environmental), how they are run (governance), or their impact on employees and society (social). Research increasingly shows that ESG portfolios perform similarly to non-ESG portfolios and that incorporating ESG data may even provide an improved return over the long run and improve the risk-return profile.
Another element to our investment management and investment planning services is tax-efficient investing or tax-aware investing. Put simply, tax-efficient investing puts the right investments in the right accounts to minimize your tax burden. Tax-efficient investing is critical to holistic financial planning, because believe it or not, you could have more control over your portfolio’s tax situation than you have over its exposure to short-term market changes.
Factor-Based Investing
We use factor investing or factor-based investing as we determine the right investments for you. Factor investing, or smart beta investing, is an investment approach that involves selecting investments based on quantifiable attributes that are empirically tied with stock returns.
ESG Investing
We also seek out funds and investments that publish Environmental, Social, Governing (ESG) data. This is commonly referred to as ESG investing, which means purposefully investing in companies that meet certain criteria with respect to their use of resources (environmental), how they are run (governance), or their impact on employees and society (social). Research increasingly shows that ESG portfolios perform similarly to non-ESG portfolios and that incorporating ESG data may even provide an improved return over the long run and improve the risk-return profile.
Tax-Efficient Investing
Another element to our investment management and investment planning services is tax-efficient investing or tax-aware investing. Put simply, tax-efficient investing puts the right investments in the right accounts to minimize your tax burden. Tax-efficient investing is critical to holistic financial planning, because believe it or not, you could have more control over your portfolio’s tax situation than you have over its exposure to short-term market changes.
EXPLORE
EXPLORE
This is our opportunity to sit down and discuss what matters to you and the challenges you’re facing. We need to understand who you are and what makes you tick before working with you to develop your plan.
STRATEGIZE
STRATEGIZE
Tell us your goals and recommend how you achieve them from a financial standpoint. This might include changes to how you’ve managed your investments in the past, tax planning strategies and your estate.IMPLEMENT
IMPLEMENT
We take the action steps from the strategy and execute them. Many of these items will be taken care of together. Others may require us to include other professionals, such as your CPA, insurance agent, or your estate attorney.
ADAPT
ADAPT
Over time your goals and needs may change. Your financial plan must adapt to this change. We’ll reassess your strategy together and adapt your financial plan to achieve your new goals. This may include revising estate documents or insurance plans.
EXPLORE
EXPLORE
This is our opportunity to sit down and discuss what matters to you and the challenges you’re facing. We need to understand who you are and what makes you tick before working with you to develop your plan.
STRATEGIZE
STRATEGIZE
Tell us your goals and recommend how you achieve them from a financial standpoint. This might include changes to how you’ve managed your investments in the past, tax planning strategies and your estate.IMPLEMENT
IMPLEMENT
We take the action steps from the strategy and execute them. Many of these items will be taken care of together. Others may require us to include other professionals, such as your CPA, insurance agent, or your estate attorney.
ADAPT
ADAPT
Over time your goals and needs may change. Your financial plan must adapt to this change. We’ll reassess your strategy together and adapt your financial plan to achieve your new goals. This may include revising estate documents or insurance plans.
For more information on our investment management philosophy, ESG investing, or holistic financial planning, please give us a call at (704) 457-0060. Passport Wealth Management works with clients around the world from our offices on the shores of Lake Norman in Cornelius, North Carolina. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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