Investment Management Services
Local, Centralized Portfolio Management
Your investment strategy should support more than market performance—it needs to support your lifestyle. Our in-house portfolio management team works alongside your financial advisor to build and manage a portfolio aligned with your financial plan, risk tolerance, and long-term goals.
Our Approach
Investment management built on research and experience.
At Fragasso, investment portfolio management is a team effort. Your wealth advisor works closely with our in-house investment professionals to develop and manage a portfolio aligned with your financial plan.
While your advisor focuses on your goals and long-term strategy, our portfolio management team provides investment research, portfolio construction, trading, and ongoing monitoring.
Together, we help keep your portfolio disciplined, diversified, and responsive to changing market conditions.
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How is Portfolio Management Different at Fragasso?
Our in-house team provides personalized investment research, portfolio construction, trading, and ongoing monitoring.
Your Portfolio Has a Bigger Purpose
At Fragasso, portfolio management isn't treated as a standalone service, but as part of a coordinated strategy that is fully integrated with your financial plan.
Financial Assessments
Are You Making the Most of Your Financial Strategy?
Explore our interactive wealth strategy quizzes to better understand your financial picture and identify opportunities across investments, retirement, taxes, estate planning, and more.
Diversified Portfolio Construction
Build a diversified portfolio using a thoughtful blend of active and passive investment strategies across multiple asset classes.
Ongoing Monitoring & Rebalancing
Portfolios are reviewed and rebalanced regularly to help maintain alignment and optimized for tax savings.
Independent Investment Selection
As an independent fiduciary, we select investments without proprietary products or sales incentives, allowing recommendations to remain objective.
Investment Research & Market Insights
Our portfolio management team continuously evaluates market conditions and provides timely insights to help you understand decisions being made about your investments.
In-house Team
Meet Our Investment Professionals
Frequently Asked Questions
Learn more about our investment philosophy, portfolio management process, and how our team supports your financial strategy.
Your financial advisor focuses on your financial planning and long-term goals and our portfolio management team watches over your investment. This collaborative approach means you receive focused, quality care across all disciplines of our firm.
Invest with a team focused on your future.
Whether you're building wealth, preparing for retirement, or looking for a more disciplined investment approach, our advisors and portfolio management team are here to help.