Portfolio Management

Portfolio management is an important part of the financial plan. As an independent investment firm, we develop custom portfolios designed to address the specific goals of our clients.

Over our 40+ years of experience, we have developed a process that is straightforward and easy to understand. We focus on long-term results that align with our client’s goals and risk profiles.

ISC’s financial philosophy is to maintain diversification within your portfolio while being cost effective and tax efficient. Other key portfolio management principles include:

Tax-efficient asset allocation
Money manager due diligence research
Open architecture platform
Negotiate lower-cost investments
Alternative investments
Performance management

As a Registered Investment Advisor (RIA), ISC Financial Advisors has a fiduciary responsibility to our clients, meaning that you can rest assured that any products or services we offer are in your best interest.