Investment
management rooted in
research and discipline
A well-constructed portfolio is a roadmap to your financial future, balancing risk and reward to turn your dreams into reality.
Successful investing requires more than just picking good investments—it demands a disciplined process, thorough research, and the wisdom that comes from navigating multiple market cycles. At Gage-Wiley, our own internal investment management team combines rigorous analysis with a deep understanding of your personal goals and circumstances. We believe that every investment decision should support your comprehensive financial plan, helping you achieve long-term success while managing risk appropriately.
What makes our portfolio management different
parties or using model portfolios created elsewhere.
focus on identifying high-quality investments that can weather
various market conditions.
decision-makers
investing
This team collaborates closely to ensure that the portfolio’s composition aligns with the client’s risk tolerance, investment horizon, and objectives, whether that’s capital appreciation, income generation, or wealth preservation
Our flagship service for clients seeking actively managed, customized portfolios invested in individual stocks, bonds, and exchange-traded funds. Each portfolio is tailored to your risk tolerance, goals, and preferences.
- Individual stock and bond selection
- Customized portfolio construction
- Active management and rebalancing
- Tax-efficient positioning
- Direct ownership of securities
Diversified investment strategies using carefully selected mutual funds and ETFs to provide broad market exposure while managing risk through strategic asset allocation and professional oversight.
- Multi-Asset Models
- Diversified mutual fund and ETF portfolios
- Regular rebalancing and monitoring
- Multiple risk level options
- Cost-efficient implementation
For clients who want their investments to reflect their values, we offer portfolios that integrate environmental, social, and governance factors without compromising investment discipline or wealth management goals.
- Environmental, social, and governance screening
- Impact investing with a focus on engagement
- Values-aligned investment selection
- Impact progress reporting and measurement
- Stakeholder advocacy consideration
Customized bond portfolios designed to provide a reliable stream of income while preserving capital, with strategies tailored to your income needs, tax situation, and interest rate environment.
- Individual bond portfolio
- Dynamic laddered maturity strategies
- Proactive credit quality management
- Tax-efficient bond selection
- Seamless integration with your overall income planning
We start by understanding your current financial reality—what you have in terms of assets and liabilities, income and
expenses. This assessment ensures your investment strategy aligns with your actual financial situation.
Based on your financial situation and goals, we determine the appropriate asset allocation—how much should be in stocks (equities), bonds (fixed income), and cash. This becomes the foundation for your investment approach.
We implement your strategy by selecting the appropriate investment vehicles. For larger portfolios, this typically means individual stocks and bonds. For smaller accounts, we may use carefully selected mutual funds and ETFs. We can also create hybrid approaches combining both.
Comprehensive financial planning services are available for clients seeking deeper strategic guidance.
Comprehensive financial planning services are available for clients seeking to align their investment strategies with their complete financial picture.
Portfolio reporting & performance
quarterly reports
receive detailed reports showing your portfolio's performance, asset allocation, and any
changes we've made. Reports include both individual account details and consolidated views.
measurement
- Private Wealth Management
& Fixed Income; $500,000 - Strategic Allocation & ESG Portfolios: $100,000
- Specific minimums may vary based on individual circumstances
Our transparent, asset-based fee structure aligns our interests with yours—we succeed when your portfolio grows. Fees are clearly disclosed and decrease as portfolio size increases.
We believe in complete transparency. All fees and costs are clearly explained, with no hidden charges or surprise expenses.
your financial journey