Portfolio Manager | Portfolio Management Services
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).
It is the fiduciary duty of a portfolio manager to meet with a client, at least annually, in order 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, there must be a clearly established level of risk communicated between a client and their manager. Risk should consider a client’s goals, preferences, timeline, and return expectations including consideration for the everchanging 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 Portfolio Manager | Portfolio Management Services?
In the early 1990s, Harbor Lights Financial Group was founded to offer strategies for our client’s most demanding life problems through sound financial advice and care. We offer our expertise to local Manasquan, Wall, and surrounding NJ community investors. Services may include wealth management, retirement planning, estate planning, life insurance strategies, philanthropic planning, executive planning, business exit planning or planning for business executives, and much more!
We are also a team of 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
Jonathan Shippee – MBA CFP
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!