Portfolio Management

We construct customized investment portfolios based on your individual goals, time horizons, risk tolerance, and liquidity needs. We’ll construct your accounts considering optimal asset locations, regularly rebalance your accounts, take advantage of tax-loss harvesting opportunities to save income taxes, and manage your portfolio around legacy positions when necessary.

Low Cost, Evidence-Based Approach

We use low cost, institutional class mutual funds and exchange-traded funds (ETFs) so you can keep more of your investment returns.  Academic research has consistently shown that attempting to beat the market through timing and individual stock picking fails over the long-term and increases costs.  Therefore, our portfolios are constructed primarily of low-cost index mutual funds and ETFs.

Soaring Wealth LLC (“SW”) is a registered investment adviser offering advisory services in the State of Vermont and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by SW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of SW, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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