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