Asset Management

Investing can be a daunting process, from deciding which assets are right for you to measuring your portfolio’s performance. Yeo & Yeo Wealth Management works closely with Avantax Planning Partners^SM to construct investment portfolios suited to your goals, time horizons and risk tolerance. Our advisors will help you develop a personalized tax-smart investment strategy that will minimize risk and maximize returns.

Investment Advisory Committee

Avantax Planning Partners utilizes an experienced Investment Advisory Committee (IAC) to manage the investment landscape for our clients. The IAC consists of several highly experienced and credentialed industry leaders who meet monthly to review economic and market conditions, check and adjust stock and bond models and monitor investment vehicles.

Our Investment Process

Our team gets to know you and your goals, timeline, tax situation and risk tolerance. With diversification and your financial plan in mind, we consider what should be invested in the stock market, other interest-earning investments or cash.

As your asset manager, we have a team of investment professionals responsible for selecting and monitoring your investments. Following decisions made with your planning team, we continually rebalance allocations to take advantage of opportunities and mitigate risk. Together, we determine the frequency of reviews and adjustments to keep you on track to meet your goals.