Stock Portfolio Management
A portfolio should reflect your life, not a template. We build and manage equity portfolios around what you actually need them to do.
Overview
Most investors hold a collection of positions accumulated over time: an employer's stock, inherited holdings, past recommendations. We start by understanding what you hold and why, then design a portfolio deliberately.
From there we manage it actively, monitoring risk, rebalancing with discipline, and coordinating with your tax and legal advisors so that decisions are made with the full picture.
What’s included
Portfolio design
A written investment policy covering objectives, constraints, concentrations, income needs, and any preferences or exclusions.
Concentrated positions
Strategies to reduce single-stock risk thoughtfully, with attention to the tax consequences of each step.
Active oversight
Continuous monitoring and disciplined rebalancing, with research supported by machine-learning tools and reviewed by people.
Tax awareness
Asset placement, loss harvesting where appropriate, and realization decisions made together with your advisors.
Income planning
Portfolios structured around the cash flow you need, now and later.
Consolidated reporting
One clear view of holdings, performance, and risk, alongside your other Opulence mandates.
Our approach
Policy first
A written plan guides every decision, so changes in markets do not become changes in strategy.
Diversify deliberately
We manage concentration and correlation, not just the number of holdings.
Technology with judgment
AI widens the research. Experienced people make the call.
How an engagement works
Review holdings and goals
We review what you own, what it cost, and what you need it to do.
Design the portfolio
We draft the investment policy and target allocation for your approval.
Implement carefully
We transition thoughtfully, with attention to taxes and market impact.
Monitor and rebalance
We monitor, rebalance within policy, and report on a regular schedule.
Risk and oversight
Stock prices fluctuate and can fall substantially, and concentrated portfolios carry additional risk. Diversification and rebalancing reduce but do not eliminate risk. AI-supported research can produce errors, which is why people review it. No outcome is guaranteed.
- Written investment policy
- Diversification and concentration limits
- Human review of AI-supported research
- Regular rebalancing within policy
Who it is for
Individuals with substantial equity holdings, concentrated positions, or portfolios that have grown without a clear plan.
Where are my assets held?
Custody arrangements will be set out in your engagement agreement before you commit to anything.
Can you work with my existing advisors?
Yes. We coordinate with your accountants and attorneys so decisions reflect your full situation.
Can I set exclusions?
Yes. Preferences and exclusions are written into your investment policy.
All investments involve risk, including loss of principal. Past performance does not guarantee future results, and no outcome is guaranteed. See our Risk Disclosure.