Are you looking to grow your wealth and achieve your financial goals but don't have the time or expertise to manage your investments on your own? Our portfolio management services can help.

When it comes to investment expertise, National Wealth Management believes in providing you with the best. While some firms choose to employ in-house counsel, we select funds and create portfolios based on the expertise of fund managers known nationally and internationally for their outstanding ability to manage a range of funds.

Whether you're a retiree looking to secure your future, a business owner seeking to grow your assets, or a family aiming for financial stability, our expert team is here to guide you every step of the way.

Take the next step towards financial confidence.
Schedule your consultation with our portfolio management team today.

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What is portfolio management?

In essence, portfolio management is about making informed, strategic decisions to manage and grow wealth effectively within the parameters of risk tolerance and personal financial goals. It's a dynamic, research-driven process that seeks to optimize returns while managing risk.

Key considerations of portfolio management.


Your financial goals, our priority

Your aspirations and financial goals are at the heart of what we do. We strive to understand what success means to you and craft strategies that align with your vision for the future. Whether it's planning for retirement, saving for a college fund, or building wealth, we are here to help you achieve your dreams.

Determining an investment strategy

Once financial goals have been established, the next step is to determine an investment strategy that is most likely to help achieve those goals. This may involve the hand-picking of a mix of assets such as stocks, bonds, and cash, as well as deciding on the level of risk that is appropriate for the portfolio.

Risk management

This involves identifying your risk tolerance and incorporating strategies to mitigate losses during market downturns. We employ various techniques such as asset allocation, diversification, and hedging to manage risk effectively, ensuring that your investments are protected to the best extent possible while striving for optimal performance.



Tax efficiency

Another critical consideration is the tax impact of investment decisions. Our team works to create a tax-efficient portfolio that aims to minimize tax liabilities and maximize after-tax returns. This involves strategies such as asset location, tax-loss harvesting, and selecting tax-efficient investment vehicles, ensuring that you keep more of what you earn.

Selecting investments

After determining an investment strategy, our next step is to choose specific investments to include in the portfolio. This may involve researching different companies or funds and evaluating their potential for growth and risk. 

Monitoring and rebalancing

A key aspect of portfolio management is ongoing monitoring and rebalancing. This involves regularly reviewing the portfolio to ensure that it is still aligned with financial goals and making adjustments as needed to maintain an appropriate level of risk and diversification.


Ensure your investments align with your goals.
Book a session now to review your investment strategy.

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Portfolio Management


What sets us apart from other wealth management firms?

Expertise and experience

Our financial professionals have a wealth of knowledge and experience in the field. We are trained to analyze financial markets and select investments that are likely to perform well, which can help to maximize returns and minimize risk for clients.


We take care of the day-to-day tasks involved in managing a portfolio, allowing clients to focus on their other responsibilities. This can be a time-saving and convenient option for busy individuals and organizations.


We help our clients achieve a level of diversification that may be difficult to achieve on their own. By spreading investments across a range of asset classes and sectors, we can help to reduce risk and increase the chances of achieving financial goals.

Professional advice

Working with National Wealth Management will provide you with access to professional financial advice and guidance. This can be particularly beneficial for individuals who may not have the time or expertise to manage their own investments, or for organizations that may not have the resources to maintain an in-house investment team. 

Personalized service

Every client's financial situation and goals are unique. At National Wealth Management, we pride ourselves on offering personalized service tailored to your specific needs. Our team takes the time to understand your financial picture and works with you to craft a portfolio management strategy that reflects your risk tolerance, time horizon, and financial objectives.


Transparency and integrity

We believe in maintaining the highest levels of transparency and integrity in all our dealings. Our clients are informed about all the potential risks and returns associated with their investments. We provide regular, detailed reports on your portfolio's performance and are always available to answer any questions you may have.

Continuous learning and improvement

The financial world is ever-evolving, and so are we. Our team is committed to continuous learning and staying abreast of the latest market trends and investment strategies. This commitment ensures that we are always in the best position to offer you sophisticated, informed advice.