Wave and Breakout L.L.C. offers ongoing portfolio management services based on the individual goals,
objectives, time horizon, and risk tolerance of each client.
- Creates an Investment Policy Statement for each client,
- Outlines the client’s current situation (income, tax levels, and risk tolerance levels)
- Constructs a plan to aid in the selection of a portfolio that matches each specific situation.
Portfolio management services include, but are not limited to, the following:
- Investment strategy
- Personal investment policy
- Asset allocation models
- Asset selection
- Risk tolerance
- Regular portfolio monitoring
WBL evaluates the current investments of each client with respect to their risk tolerance
levels and time horizon. Risk tolerance levels are documented in the Investment Policy
Statement, which is given to each client.