Portfolio Management

If your financial plan is a roadmap, then your investments are the means to reach your destination. At Allegiance Opulent, we believe that there should be a specific purpose, role, and reason for every single asset in your portfolio.

Our ability to actively shift allocations to generate consistent risk-adjusted returns across market cycles (employing an optimal mix of active and passive investment strategies to maximize tax-efficiency and manage costs) is why clients have come to rely on our innovative and nimble approach to active management. And, we are sensitive to taxes and generally tax-loss harvest across your portfolio and utilize strategies that can provide both market exposure and tax-losses.