Mancusi Wealth Management

CUSTOMIZED INVESTMENT MANAGEMENT

Our team understands that your investments need to target your objectives and be responsive to your unique needs. Our investment advice and portfolio management takes into account an investment’s suitability, your goals, risk tolerance and much more. We look at your existing holdings, income and total assets to recommend well- balanced portfolios that more precisely target your investment needs while managing risk. We help our clients with:


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STRATEGIC ASSET ALLOCATIONS

— building a mix of assets designed to minimize risk while seeking to provide desired growth

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MANAGER SELECTION

— choosing the appropriate fund manager for the kind of specialized investment talent needed

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TAX MANAGEMENT

— minimizing the e ect of taxes on individual transactions, on your portfolio, and on your estate

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OVERALL PORTFOLIO CONSTRUCTION

— making sure that various holding are integrated and working together toward your goals

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DUE DILIGENCE

— ensuring recommendations are based on solid research, and that these investments remain in line with your stated goals and risk pro le

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MONITOR PROGRESS

— conducting periodic investment reviews, and rebalance your portfolio as needed to keep it in line with your objectives

In addition, we can help you manage key liquidity events, such as investing the proceeds from a business or property sale, monetizing equity compensation, or rolling over retirement plan assets into your core portfolio.

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