Portfolio Management
- Friedenthal Financial provides discretionary, commercial quality money management services for businesses and personal investors.
- Portfolio Management team constantly monitors and maintains each client's portfolio.
- Assets are strategically located between taxable and tax-deferred accounts where appropriate to optimize after tax returns.
- Portfolios generally consist of low-cost, liquid, transparent, index ETFs.
- A comprehensive risk assessment helps clients determine the right risk profile to achieve their goals and meet their needs.
- Disciplined rebalancing is employed to achieve desired risk profile and improve results.
- Our tactical approach to asset allocation is used to improve risk-adjusted returns, commensurate with each client's target risk profile.
- On-demand access to relationship manager and portfolio managers, keeping clients abreast of market conditions and their portfolios.
- Quarterly supplemental performance reports provide clients with insight on returns, risks, and costs of their portfolio.
- 401k reviews and recommendations are provided, consistent with risk tolerance directive of each client.