360 Wealth Management’s core-thematic approach emphasizes the low-cost diversification properties of passive investing within the core portfolio, but also recognizes that there are major secular, structural, and cyclical influences that are shaping the global economy. Our approach employs a forward-looking lens with the satellite component of the investor’s portfolio to act on these macro-trends through investments that are called “thematic tilts.” We believe that a core allocation with thematic tilts can lead to more efficient portfolio construction.
Portfolio Management: Ideas In Action
The Best of Both Worlds
The Thematic Tilt Portfolio Catalog
Leveraging Intelligent Tax Management Monthly
To Get More Out of Your Portfolio
To truly optimize your portfolio, we utilize a monthly strategy to help take advantage of losses. Even temporary market drops can provide opportunities to reduce your current tax bill and potentially increase your long-term wealth. Tax loss harvesting (TLH) is a key feature of tax-smart investing. TLH looks to capture investment losses in your portfolio that may be used to offset your near-term tax liabilities and increase your after-tax returns.
Save on Taxes This Year:
By using losses to offset gains—potentially up to $3,000 of income—the investor can lower their tax burden in the near term. Capture value: If the market recovers its losses, the client retains the value created by tax-loss harvesting and can even keep the money invested, earning additional returns.
Rebalancing and Risk Indicators
And How They Benefit You
360 Wealth Management, Inc.’s “Powered by 55ip’s Market Risk Indicator (MRI)” is a risk-management tool that is intended to protect investors from extreme losses. The MRI Score utilizes over a dozen quantitative metrics across global markets to forecast risk, guiding allocation between equities markets and a shelter basket (cash equivalents). The philosophy behind protecting against large losses is driven by the long-term client benefit of rebalancing allocations during the most tumultuous economic periods when investors are subject to the risk of extreme market moves, both up and down. MRI evaluates indicators across four categories to assess the risk/reward environment, resulting in a score that can range from 0 (low risk) to 100 (high risk).
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Schedule a Free Demo
At 360 Wealth management we have created an ideal environment for the implementation of a core-thematic approach. Schedule a free demo to see how investors can take advantage of this opportunity by working with 360 Wealth Management, Inc. as part of their holistic wealth management strategy.