4030 Smith Rd., Suite 200, Cincinnati, OH 45209

Investment Management

Incline Wealth Advisors offers two ways to manage your investment portfolio:

  1. Individually tailored investment portfolios based on the needs of the client.
    • Through meetings and ongoing discussions, we develop an investment plan to match the goals and objectives of each client. Portfolios contain stocks, bonds, ETFs, mutual funds, and private alternative investments.
  2. Institutional Intelligent Portfolios composed of low-cost Exchange Traded Funds (ETFs) and mutual funds. These portfolios are constructed based on the clients’ goals, time horizon and risk tolerance. Accounts are rebalanced on a quarterly basis based on market movement and changing client priorities. These accounts do not hold individual stocks. Households below $250,000 will utilize these portfolios.
Interested to learn more?

We would be happy to talk or meet with you and discuss how we can assist with your specific needs.

Please use the link below to set up a call or meeting.

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