Investment
Management &
Advisory

Serving as the “engine” of your financial life, your investment portfolio is critical to your long-term financial success. Your portfolio should be personalized to your situation, values, and goals and managed in a disciplined and prudent manner.

Through our hybrid and tailored approach, Tenet provides full service and in-house investment management solutions to our clients, helping to guide and align your portfolio with your unique financial circumstances and aspirations.

From enhanced diversification techniques to tax-aware investing, we provide the following investment management and advisory services:

Goal-based Portfolio Construction

Optimized Portfolio Diversification

Tax-Aware Investing: Tax-Loss Harvesting, Asset Location, Capital Gains Management, Tax-efficient Rebalancing

Direct-Indexed US Large Cap Stock Strategy

Alternative Private Investment Opportunities

Equity Compensation Planning

Values-based Portfolio Customization - Environmental, Social, Faith-based, Personal

Household Alpha Investment Solutions - Risk Efficiency, Fund Cost Minimization, Tax-Managed Strategies