Aces Path Wealth Management Investment Policy

Our 6 Step Tactical Allocation and Management Approach:

1. Identify Investable Asset Dollar Amount
2. Determine Client Objective and Asset Goals
3. Examine Tax Sensitivity and Account Types to Help Maximize After-Tax Returns
4. Create custom Asset Allocation Specific to Client’s Objectives and Based on Current Economic and Market Environment
5. Implement Aces Path Disciplined Screening and Evaluation Approach to Portfolio Management that Include: Stocks, Bonds, Private Equity, Direct Indexing, Alternative Investments, Private Credit Strategies, Long/Short, Real Estate, Venture Capital, Hedge Funds, & Managed Futures.
6. Disciplined Screening and Research for Tactical Allocation and Security Adjustment as Markets, Security Fundamentals, or Economics Change.

All investments are subject to risk, including loss. There is no assurance that any investment strategy will be successful. Asset allocation and diversification does not ensure a profit or protect against a loss. It is important to review the investment objectives, risk tolerance, tax objectives and liquidity needs before choosing an investment style or manager.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.