Our Formula.
Your Solution.
Where Portfolios Are Designed, Not Distributed.
Investment management designed around you.
PortfolioLab LLC provides customized investment management for individuals, families, high-net-worth investors, trusts, retirement accounts, and businesses. We build portfolios around each client's objectives, risk tolerance, liquidity needs, time horizon, and financial circumstances rather than relying solely on prepackaged investment models.
Accounts we serve.
- Individual Investment Accounts
- Joint Investment Accounts
- Traditional IRAs →
- Roth IRAs →
- 401(k) Rollovers →
- Corporate & Business Accounts
- Trust Accounts
- 529 Education Savings Plans →
- Minor & Custodial Accounts
- High-Net-Worth Investment Accounts →
Investment management & strategies.
- Customized Investment Portfolios →
- Individual Stock Portfolios →
- Bond & Fixed-Income Portfolios
- Structured Notes →
- Options Strategies →
- Portfolio Risk Management
- High Net Worth Investment Management →
- Business Cash Management →
- Downside-Risk Strategies
A more customized approach to portfolio management.
PortfolioLab evaluates investments at both the security and portfolio level, including asset allocation, individual holdings, portfolio concentration, downside exposure, historical drawdowns, investment costs, and overlapping exposures. Portfolios may incorporate individual stocks, bonds, ETFs, structured investments, options strategies, cash, and other securities when appropriate for the client's investment objectives.