At Strategic Wealth Design, we believe in:
Our/SEI’s six-step process toward investment management:
1. Active Asset Allocation
We set boundaries for risk exposure and return potential, allowing you to reduce risk, while providing you access to opportunities.
2. Active Portfolio Design
By combining different asset classes, geographic regions, and investment styles, we create portfolios designed to deliver long-term results in line with investor goals.
3. Active Investment Manager Selection
Portfolios are only as good as the people who manage them, so we match each client with a manager with experience and in-depth knowledge of their profession or industry.
4. Active Portfolio Construction
Our portfolio construction process offers diversification across the entire portfolio structure, including asset and sub-asset classes, manager styles, geography, and individual securities.
5. Active Tax Management
We know that “It’s not how much you earn – it’s how much you keep,” so tax management plays a vital role in the planning process for each client
6. Active Risk Management
We develop and monitor risk guidelines and risk measures for all our investment offerings, with frequent and regular monitoring of assigned portfolio tolerances and deviations.
*Diversification does not guarantee profit or protect against market loss.
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Strategic Wealth Design
2190 East Pebble Road, Suite 260
Las Vegas, NV 89123
Saturday: By Appointment
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