Investment Management
Caron Wealth Management is committed to utilizing the best custodial platforms to provide the finest products and services available. The goal of our investment management services is to help you achieve your long-term financial objectives, while keeping a focused eye on your short-term needs. This requires a unique skill set to craft a strategy aligning with your goals at a risk level you are comfortable with. We take a collaborative approach in building very personalized and catered plans for you and your family.
Third-party Money Managers
We have access to the top money managers in the industry. This partnership eliminates all the responsibility of proper day-to-day portfolio management. This includes: risk management, trading, rebalancing, cash reconciliation, and performance reporting.
Brokerage Accounts
We make sure any brokerage accounts are custodied with the top firms in the country. In these accounts, you can purchase or sell stocks, bonds, cd’s, etf’s, mutual funds, or alternative investments all within and under the umbrella of a single account.
Our investment management services:
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Building an investment policy statement (IPS) reflecting your needs and tolerance levels
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Holding regular meetings to review and keep you informed of portfolio performance
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Regularly monitoring your investments, ensuring your portfolio remains on target and aligns with your IPS statement
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Helping consolidate your assets when appropriate and eliminate the headaches of multiple statements, organizations, and philosophies