INVESTMENT ASSET MANAGEMENT
At ReyMar Wealth Management, we believe that thoughtful, disciplined investing is the foundation for long-term financial success. Our investment management services are designed to provide personalized strategies that adapt to your goals, lifestyle, and tolerance for risk. Whether you’re seeking growth, income, or a balance of both, we offer solutions tailored to your unique financial journey.
FEE-BASED ACTIVELY MANAGED ACCOUNTS
Our actively managed accounts give you professional oversight and flexibility without the conflicts often associated with commission-based structures. We monitor your portfolio regularly, make adjustments as market conditions change, and ensure your investments remain aligned with your objectives.
TURN-KEY ASSET MANAGEMENT PROGRAMS
Through partnerships with nationally recognized firms, we offer access to Turnkey Asset Management Programs (TAMPs). These platforms provide sophisticated investment strategies, professional money management, and institutional-level resources - all within a streamlined, efficient structure.
TACTICAL, GROWTH, AND TAX-SENSITIVE STRATEGIES
Every investor has different priorities. Some need tactical approaches to manage volatility, others want long-term growth, and many are focused on minimizing taxes. We design portfolios with strategies that align with your priorities, balancing performance with tax efficiency.
INCOME NOW OR INCOME LATER STRATEGIES
Whether you need income today to support your lifestyle or want to build a portfolio that generates income for the future, we’ll create a plan that delivers. From dividend-focused investments to income-producing fixed income strategies, we help ensure your money works for you at the right time.
SEPARATELY MANAGED ACCOUNTS
For clients seeking a more customized approach, we provide Separately Managed Accounts (SMAs). These portfolios give you direct ownership of securities, personalized strategies, and greater transparency into how your wealth is being invested.
PERSONAL WEALTH PORTFOLIOS
Our Personal Wealth Portfolios are designed around your entire financial picture - not just isolated accounts. By considering your family goals, retirement needs, and estate planning objectives, we craft investment strategies that complement your broader wealth management plan.
STRATEGIC ASSET MANAGEMENT
We take a holistic approach to Strategic Asset Management, focusing on diversification, disciplined rebalancing, and long-term performance. By blending different asset classes and investment vehicles, we aim to reduce risk while positioning your portfolio for sustainable growth.