Investment Management
Investment Strategies Designed for the Life You’ve Built
You work hard, you sacrifice, and you save. My job is to help you maximize the utility of your wealth and achieve your financial goals.
My approach to investment management is an exercise in risk management, expense management, and tax management so that we can optimize your risk-adjusted, fee-adjusted, tax-adjusted returns.
I handle the big picture recommendations along with the daily heavy lifting and execution while we stay in constant communication about the ‘Why’ behind every move.
Investment Management includes:
Strategic Allocation Driven by Financial Projections and Aligned with Financial Goals
Proactive Tactical Allocation
Manager / Security Selection
Daily Monitoring
Robust Daily Performance Reporting and Benchmarking
Establishment and Enforcement of Rebalancing Thresholds
Daily Scans for Tax Loss / Gain Harvesting Opportunities
Incorporation of Household Tax Preferences and Limitations
Daily Scans for Cash Needs and Excess Cash
Investments Employed in Your Portfolio
MFA client portfolios are primarily constructed using a blend of active and passive mutual funds, low-cost index ETFs, individual Treasury bonds, and, less often, options.
Client assets are custodied at Charles Schwab & Co.
Keep More of What You Earn
The underlying expenses of MFA client portfolios are very low. The weighted-average expense ratio of assets under management are less than 0.15%.
Is Melotte Financial Advisors the Right Fit for You?
While I work with a diverse range of clients, my investment philosophy and process are specifically designed for high-net-worth households with at least $750,000 of investable assets who are nearing, or in, retirement who value transparency, a customized and thoughtful, tax-sensitive approach to wealth management, and long-term discipline.
Explore our approach to Retirement Planning.
