Investment Management
Consistently good advice in a constantly changing world®
Print Page | < A A A >

Investment Management

The AEPG Difference: A customized, strategic approach to help you minimize risk, wisely manage your family's wealth, and achieve your financial goals.

When it comes to your investment management strategy, AEPG's experienced wealth management professionals have two goals in mind: to serve your best interests and help you achieve your financial goals.

How do we do it? By taking the time to understand you and your specific financial situation; assembling a team with expertise in every area that touches your investment management goals; and drawing on our extensive body of research to apply the right strategies and methods for you.

At AEPG® Wealth Strategies, we don't rely on boilerplate plans or cookie-cutter solutions. Instead, we work closely with you to provide practical advice and create a customized investment plan that integrates all your financial goals and forms the core of your wealth management program.

We also continue to monitor and modify your plan as economic conditions – and your personal circumstances – change.

Most importantly, we have a fiduciary responsibility to our clients, so we can offer truly independent, fee-based financial planning and investment management advice.

The AEPG® Wealth Strategies Investment Model 

Our investment strategy makes a clear distinction between growth and fixed income assets. 

  • Fixed Income:high quality fixed income serves as the primary safety net in your portfolio. Our experience and research has demonstrated that high quality fixed income, particularly provide true risk diversification, especially in times of market stress, when diversification is needed most. AEPG® Wealth Strategies offers several Fixed Income asset models to address client specific needs for income yield or tax efficiencies.

  • Growth assets include: a core portfolio of low-cost equity exchange-traded funds (ETFs) designed for long-term growth; and an opportunistic ("satellite") portfolio that allows us to invest more tactically, increasing risk-adjusted returns.  AEPG offeres several asset growth models that traget various levels of risk and return to meet specific client goals.

Investment Management Services

We serve clients throughout NJ and across the US with a comprehensive range of investment management services.

  • Portfolio structure – Actively managed mutual funds and separate account strategies, together with low-cost index exchange-traded-funds (ETFs) 
  • Portfolio construction – Disciplined investing through proprietary research, rebalancing, and risk management
  • Tax management – Tax efficient investment vehicles, strategic asset location, and tax planning including tax-loss harvesting. 
  • Total family wealth management - Customized portfolios with ongoing monitoring and management
  • Communications – Regular newsletters, portfolio updates, and valuable presentations
  • Web-based reporting – 24/7 secure online access to monthly reports, accounts, and annual tax reporting

 

 Request an appointment   Request an Appointment

 Call one of our expert professionals     908-757-5600 | Contact one of our professionals

AEPG: Your Accountable Advocate®