An investment portfolio puts your investing strategy to work.  Your Six8 Advisor will work with you to select the right accounts, money managers, investments, then coordinate setup and implementation.

Portfolio creation includes:

  • Selecting a custodian, strategist and money manager

  • Choosing the investments which fulfill your strategy

  • Completing account paperwork & transitioning existing assets

  • Scheduling routine maintenance such as, reallocation and rebalancing