TAILORED INVESTMENT PORTFOLIOS
Our in-house portfolio managers work side-by-side with your advisor to deliver the results that match your goals. While every client portfolio is unique, every investment we recommend adheres to our foundational principles. Our unbiased approach puts your best interests first.
Our Investment Pillars
Low-cost
Transparent
Tax-efficient
Low or no debt
Diversified
Commission free
OUR INVESTMENT PHILOSOPHY
SELECTING YOUR INVESTMENTS
We’ve seen a wide variety of client investments transition to Selective over the years. Through our experience we’ve learned that no two client situations are the same, and as such, every portfolio should be custom built to optimize a client’s unique goals, investment preferences, and tax situation.
Building your investment allocation always begins by building your financial plan. Once complete, the plan informs our investment recommendations. We don’t believe in market timing or allocating all clients the same.
