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 into your financial situation.