This form of asset management is an active management portfolio strategy that contains an underlying objective, dictating a specific strategic asset mix among many asset classes and sectors. In order to create extra value, this method allows portfolio managers to rebalance at will to take advantage of short-term gains in the market, generally created through pricing anomalies and/or strong sector performance. The portfolio manager returns to the original asset mix after the desired short-term gains have been captured, making this method of management a moderately active strategy.

A more passive method of asset management than tactical asset allocation, this strategy involves periodically rebalancing a portfolio in order to maintain a long-term goal. Though other opportunities may arise, the portfolio manager employing this methodology will not deviate from the original asset mix, although the underlying investments may change as needed.

Introduction to Alternative Investments

There is a general lack of understanding regarding Alternative Investments. Simply put, Alternative Investments can be anything that is not a traditional investment (i.e. stocks/equities, bonds or cash). Alternative Investments encompass a wide range of investments that differ greatly in their composition and scope.

Total Wealth Management uses a tiered fee schedule in serving our clients in asset management strategies. Minimum investment is $250,000.

$250,000-$999,999          1.40% per annum*
$1,000,000-$1,999,999    1.25% per annum
$2,000,000+                     1.00% per annum

Fees are not laddered, but are aggregated upon the entire balance.