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Investment Management

Your Investment portfolio will be carefully designed to match your time horizon, objective(risk), income need(yield), and account titling(tax sensitive or tax deferred). Above that I believe in three key principles to help protect your portfolio. 

1. LOW COSTS

A solid indicator for future growth is the cost of investments. Passively managed, low cost investments with less trading expenses can potentially improve your portfolio returns. 

2. OPTIMIZE EFFICIENT INVESTMENTS

Building a diversified portfolio with proper asset allocation for tax efficiency can contribute to capital appreciation and lower your tax bill. Strategic rebalancing, and regular monitoring will be managed as needed. Active trading is not investing. And market timing can lead to disastrous results. Creating a consistent, repeatable process to stay the course in good times and bad. 

3. TRANSPARENCY

Understand what you own, and what your investing goal is. Proprietary investments are not available at Cecil Wealth. And no compensation will be exchanged above what is detailed, disclosed, and agreed upon.


*There is no guarantee that a diversified portfolio will enhance overall returns, or outperform a non-diversified portfolio. Diversification does not protect against market risk. Rebalancing may cause investors to incur tax liabilities, transaction costs, and does not assure a profit or protect against a loss.*