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Portfolio Management

Portfolio Management

At Maverick Wealth Advisors, our primary commitment lies in delivering comprehensive portfolio management solutions that cater to the unique needs of our clients. Our approach encompasses both passive and tactical strategies, unifying long-term wealth creation with prudent risk management across all market conditions.

While each approach offers distinct advantages, they are fundamentally different. Strategic investing is centered around establishing a fixed asset allocation aligned with a client’s financial objectives, risk tolerance, and investment horizon. This allocation is periodically adjusted to maintain the appropriate target proportions, positioning it with your investment strategy and risk profile to achieve individual client suitability. In contrast, tactical investing involves active adjustments to asset percentages, sector allocations, and trading decisions driven by short to medium-term market opportunities. The primary objective behind tactical investing is to enhance the portfolio’s risk-reward profile, increase overall returns, or protect capital.

Our team has crafted tailored portfolio management solutions that complement both strategies, offering our clients a balanced approach to navigate the complexities of the financial landscape.

Passive Indexing Strategies

A prudent approach to wealth accumulation that is centered around your risk tolerance and time horizon. 

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Tactical Investment Process

A calculated, metric-based approach that capitalizes on favorable conditions within the market.

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