Portfolios

Income portfolios are generally used when a client is seeking more income than growth in their portfolio. Many times these are retirees and trust clients who are in a distribution phase of the investment lifespan.

Once we have determined what type of portfolio the client needs, we then use a highly specialized software to help us tailor the amount of risk the client can handle. See the corresponding video on a quick tutorial on how this software works.

Total Return portfolios are mostly used when the client is in a long term growth mode of their investments. This is where we look for not only income producing positions, but positions that should have significant growth. Adding the “income component and growth component” gives you the “Total Return” type of portfolio.

Once we have determined what type of portfolio the client needs, we then use a highly specialized software to help us tailor the amount of risk the client can handle. See the corresponding video on a quick tutorial on how this software works.

Custom Portfolios at McClellan are exactly as it sounds. We tailor portfolios to address specific needs. Some common needs include concentrated stock strategies, socially responsible investing and legacy asset divestitures.

Once we have determined what type of portfolio the client needs, we then use a highly specialized software to help us tailor the amount of risk the client can handle. See the corresponding video on a quick tutorial on how this software works.

Risk Management Software

Contact McClellan Wealth Management to discuss your exact needs.