Recently, a middle-aged couple recognizing their busy life-style, which included raising children and an increased workload, decided they needed assistance with managing their portfolios, as well as consolidating portfolios from multiple investment managers. They were also looking for comprehensive asset allocation advice and consolidated reporting of their assets.

While the couple personally managed some of their assets, they did not have the time required to research and monitor the ever-changing markets and account holdings. Also, the time required to execute timely changes within their portfolio, the discipline to maintain proper asset allocation according to their level of risk, and proper diversification for long-term market cycles did not exist with their busy life-style.

Heck Capital’s Advisors can assist and recommend the appropriate investment strategies that range from index strategies to diversified funds, and tactical management. Heck Capital’s Discretionary Portfolio Management services allows us to manage client assets, in alignment with client goals and objectives.

• After assessing this couple's goals and objectives, Heck Capital began to assess current holdings and understand their current allocation to determine any financial shortfalls.
• The assessment in this case focused on a solution to hold low cost basis positions, provide consolidated monitoring, reporting, and investment management.

• Heck Capital provided an assessment of the family’s holdings with manager and security cost analysis along with solutions to continue to hold low cost basis positions and fill in the gaps with index based and other investment strategies.
• Heck Capital provided overall monitoring and reporting solutions with multiple custodians and also consolidated holdings while providing lower internal fees.