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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

 We invite you to contact us to learn how we can help you build greater value in your financial situation.