Portfolio Management

Portfolio Management

Putting You On Top Of The World

Securities Portfolio Management is a fee-based investment advisory program which allows you to work closely with one of our portfolio managers.

Investment Advisors in our Portfolio Management team build customized portfolios for clients with or without discretion over day-by-day investment strategy decisions.

Our process, structured and flexible, recognizes each client's needs, deserving of a customized investment plan.

Benefits of professional money management

Personalized Service

Calixsan’s Investment Adviser Representatives will assess your individual needs and timing, as well as your tolerance for risk. This review usually begins with an evaluation of your current financial situation and special family or business related considerations. Your portfolio manager may also consult with other advisors you may have, such as accountants, attorneys or business managers, to integrate your investment plan with your entire wealth management plan.

Strict Process Review

Calixan’s Investment Adviser Representatives undergo thorough periodic review process that typically includes an analysis of their investment practices, adherence to our investment philosophy, areas of specialty, professional background, and other factors.

Direct Access

Your assigned IAR (Investment Adviser Representative) will keep you informed about your portfolio’s short and long-term results. Periodic reports include detailed analysis of your holdings, performance, benchmark comparisons, and contributions.

Industry Leading Research

Calixan’s Investment Adviser Representatives perform analytical studies including equities, fixed income, currency and commodities, emerging markets, derivatives, and structured finance to offer state of the art solutions to our client’s portfolio. These analysis rely on research performed by our professionals and our industry alliances and partners. As such, the economic and market strategy established will provide constructive investment ideas and better position your investment portfolio for growth.