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.

Many investors seek investments that are largely uncorrelated with the general market, thus having the ability to produce superior risk adjusted returns. These investments might include private equity such as Tenants-in-Common (TICs), Oil & Gas, Real Estate Development projects and Arbitrage/Leveraging Strategies.

While significant returns may be achievable, there are several paramount considerations. One must be an accredited investor to consider most of these investments.

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.