Welcome to Tison Wealth Management, a full-service company specializing in investment management and generating income in retirement. Many of our clients start their due diligence by requesting a second opinion on their portfolio.
Helping Clients Succeed Financially
We are always happy to review a client’s portfolio to examine if it is maximizing return on a risk-adjusted basis. Because risk matters. It is easier for us to implement risk management strategies and help ensure that a client’s portfolio actually reflects their risk tolerance.
However, we believe that within the efficient frontier of a portfolio, there can be a sweet spot in the asset allocation. That is what we always monitor and strive for. Finding the optimal mix of ETFs, mutual funds, stocks and bonds where we can maximize return on a risk-adjusted basis is what we obsess about.
For our current clients, this is a process of monitoring and adjusting the portfolio. For the successful families and institutional clients who move money to us, it is where we start. We are reminded that the best time to plant a tree is 10 years ago, the second best time- today.
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