Investment Management

Once a financial plan and portfolio are established, Powell Wealth adheres to a disciplined investment management process. Our proprietary method was formulated more than twenty years ago and continues to evolve to reflect ongoing changes in the financial world. Clients appreciate and feel confident knowing that Powell Wealth actively monitors the performance and holdings of each portfolio in order to ensure that it remains parallel to the stated investment objectives. As part of our rigid due diligence requirements, we maintain an ongoing dialogue with fund managers and take action when necessary to continually meet our clients’ needs. To address unexpected life events, we regularly communicate with our clients, allowing for timely enhancements to investment strategies if needed.