XYIS Xtra | When and When NOT to Personalize a Portfolio

Should you, or should you not personalize your portfolios.  We want to give clients a personalized experience but we also need to be efficient and effective, particularly when working with certain niches and or client segments.      

In this 10 minute installment we discuss:

• You’re not in Kansas anymore
• Reviewing your SATs
• Size + Activity + Tax-sensitivity + Story
• Story + conviction MATTER
• When should you personalize:
• Taxes
• Concentrated positions
• Legacy + “sacred cows”
• Sign a waiver!  
• Stuck or just want to kick around ideas?  Ask XYIS

Want an Audio Version?

Per your request, listen to this week’s XYIS Xtra via SoundCloud!

As always, let us know if you have any thoughts or questions at support@xyinvestmentsolutions.com or 360-301-7579.