Portfolio Manager | Portfolio Management ServicesPortfolio Manager | Portfolio Management Services Manasquan Wall Monmouth County NJ

Harbor Lights Financial Group’s Portfolio Manager or Portfolio Management services offer clients a commitment to the sound advice and strategy necessary. And because we have no obligation to sell any specific financial or insurance product, you can trust that we will only recommend those investments best suited to our client.

What is a Portfolio Manager or Portfolio Management Service?

A portfolio manager develops and then executes an investment strategy on behalf of an individual, a family, or a business investor. Sometimes referred to as a financial adviser, an asset, investment, or wealth manager, the PORTFOLIO MANAGER focuses his or her energy on the analytics of investing (e.g., data interpretation, research, and analysis).

A portfolio manager’s fiduciary duty is to meet with a client, at least annually, to review investment objectives and asset allocations. Some portfolio managers build an investment strategy for their clients, whereas others manage transactions and expectations based on client participation. Regardless, a client and their manager must communicate an established level of risk. Risk should consider a client’s goals, preferences, timeline, return expectations, and ever-changing market conditions.

Ultimately Portfolio Manager or Portfolio Management Service is about successfully building and managing an investment portfolio for a client!

Why Harbor Lights Financial Group For For Portfolio Manager | Portfolio Management Services?

Harbor Lights Financial Group is committed to a set of planning standards! These standards include that we will always do the right thing, always ask the right questions, and always be accountable! We intend to help our business executive clients make the most objective choices based on in-depth professional knowledge & support. And Portfolio Manager | Portfolio Management options and choices will never solely be management driven.

We are also a team of accomplished advisors and CERTIFIED FINANCIAL PLANNERS™ (see below) ­— professionals who help people like you with customized strategies designed to enhance and/or preserve your assets for retirement. We work to realize your financial goals, empowering you to enjoy the freedom that brings.

Robert Tendler – CFP CLU
Douglas Lockwood – CFP
David Scureman– MBA CFP
Kenneth Roberts – CFP

Trust services are available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

If you have any questions, please get in touch with Us Today!