At Acequia Investment Group, we consider portfolio management to be a consultative process in which we strive to match each client’s investment portfolio to their unique financial goals.
Our investment philosophy and approach are tailored specifically to each client’s needs. We begin by referencing the top resources in the industry, including Morningstar and others, to assemble our concentrated universe of investable assets. We then filter the results further to arrive at specific investment choices designed to help achieve the client’s objectives.
The way we see it, your assets aren’t just number on a sheet of paper – they are the tools that allow you to enjoy each day to its fullest extent and focus on what matters most in your life. It’s our responsibility as your investment advisors to act as your guide, and we do so by putting your needs above our own.
As a PIM Portfolio Manager, Devona Benavidez specializes in developing, maintaining, and customizing portfolios. With Devona serving as the dedicated portfolio manager, our team is able to create an investment portfolio that is designed to meet your individual needs, including tax-minimization strategies and income strategies where applicable.
Portfolios are constructed utilizing both exchange-traded funds (ETFs) and actively managed funds. To further add value and differentiate, the portfolio manager uses individual stocks and bonds in accounts where appropriate.
Investments in this portfolio strategy are generally screened on a regular basis. Frequency depends on the investment vehicle and includes an analysis of multiple fundamental and tactical factors, including costs.
Accounts are rebalanced on a predetermined schedule. Accounts are also rebalanced following any significant deposit or withdrawal, or after an investment objective change.
Portfolio design and portfolio management both begin with the Envision investment planning process, which helps us determine your objectives and risk tolerance, while simultaneously giving us a blueprint for an investment portfolio designed to achieve those goals.
And if your life goals change over time or if fluctuating market conditions because cause for concern, your plan’s results will automatically be adjusted due to Envision’s flexibility.
their plan is personally tailored to meet their unique financial goals
having an Envision plan helps them feel better prepared for retirement
their plan helps them talk to their Financial Advisor about significant life events