Client Benefits from Research Groups with Targeted Expertise

Picture of Scott Hohman, CFP®, AIF®

Scott Hohman, CFP®, AIF®

Client Benefits: Enhance Your Investment Strategy with Access to Specific Market Segments and Tax Strategies

In this third installment in our Investment Strategy Series, I want to share an overview of another valuable facet of our new streamlined and enhanced investing strategy: the ability for Resolute clients to benefit from a network of research groups with targeted expertise. (If you’re new to this article series, start with the first article to learn more about our enhanced factor-based investing approach, or check out the second article to learn more about investing in individual stocks and ETFs through SMAs.)

As you’ll see, this third facet of our approach is another opportunity for our clients to customize their portfolios around their personal values and areas of interest. Our clients have access to a wide variety of options such as:

  • Emerging technology, innovation, and digital assets
  • Impact and values-based investing
  • Tax management overlay and loss harvesting to manage capital gains
  • Dividend-focused SMA

I’ve said it before, and I’ll say it again – it’s all about helping you put a little more YOU in YOUR portfolio!

In subsequent articles in this series, I’ll be going in-depth on each of the areas of expertise mentioned above. Right now, though, I want to share in brief how Resolute’s clients gain distinct investment strategy advantages through our network of research groups with targeted expertise. Never before have we been able to offer our clients so many ways to tailor their portfolios to their unique goals, interests, and values – and we’re excited about the advantages this brings to today’s investors!

Emerging Technology, Innovation & Digital Assets

If you’ve been interested in new technology trends and crypto, we’ve got you covered through a Managed Account SMA that focuses on disruptive innovations. It’s important to note that this approach invests in companies engaged in emerging technologies along with providing exposure to cryptocurrencies in an indirect manner.

Essentially, it’s a concentrated stock portfolio making large-scale investments in public companies that could be perceived as leaders, enablers, and beneficiaries of disruptive innovation across transforming technology that could potentially change the way the world works. (Pretty exciting, right?)

SEE ALSO: How to Gift Shares of Stock to Charity

Impact and Values-Based Investing

More and more investors are interested in aligning their portfolios with their values and convictions, and we’ve made it easy for our clients to do so. We now offer access to Impact Screens that act as portfolio matchmakers. A client need only select from a list of personal conviction screens and the selected criteria will be applied to their individual stock holdings. The screens will automatically exclude companies that are not in alignment with a client’s beliefs.

In addition, ESG portfolios and thematic impact portfolios are available as standalone portfolios. In essence, it’s never been easier for our clients to put their money where their values are. So, if you’ve been interested in impact investing or ESG but worried that it may be too complex, you can rest assured we offer a streamlined and user-friendly process.

Tax Management Overlay and Loss Harvesting

In the second article in this investment strategy series, we went in-depth on the client benefits of investing in individual stocks and ETFs through separately managed accounts (SMAs). When an investor utilizes an SMA, Tax Overlay Services can be added. The goal is to reduce tax exposure, especially short-term gain exposure. The process can be coordinated across multiple SMA managers, as well.

Dividend-Focused SMA

Our strategy is helpful for any investor seeking a lower-volatility strategy in their stock allocation with an emphasis on dividend yield. It’s well-suited for any investor looking to reduce overall downside risk in their stock portfolio.

Are You Looking for These Client Benefits in Your Investment Strategy?

As mentioned above, I’ll be sharing more about each of these interest areas in subsequent articles. However, if you’d like to have a conversation right now about your investment strategy and what Resolute can offer, please get in touch.

We would love the opportunity to answer your questions, learn about your goals, and help you determine whether our newly enhanced investment strategy services can help you achieve them.

The views expressed represent the opinion of Resolute Wealth Advisor, Inc. (RWA). The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While RWA believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and the RWA’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Past performance is not indicative of future results.

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