Investment Management

The Metolius Wealth Management Group offer portfolio solutions to help you achieve your most important life goals.  Your portfolio receives frequent attention from members of our team with daily input from an elite group of RBC research analysts that specialize in every investment asset class.  We believe investment decisions should carefully weigh your opportunity for growth and income against the possibility of risk.  We allocate your portfolio to help you meet your needs for tax-efficiency, liquidity, stability, income and growth.

Diversification is a critical step in reducing risk to provide successful long term growth and secure income.  The Metolius Wealth Management Group reaches beyond the traditional levels of diversification through the use of fully-liquid and transparent alternative investments with proven track records which offer lower correlation to traditional asset classes.  As part of a well-rounded portfolio, we may use the following types of investments:

 

  • Cash and Cash Equivalents
  • Tax Exempt Fixed Income
  • Taxable Fixed Income-Both International & Domestic
  • Equities-Both International & Domestic
  • Alternative Investments

These different types of investments are blended into unique portfolios utilizing the following investment vehicles;

  • Individual Stocks
  • Individual Bonds
  • Exchange Traded Funds (ETF’s)
  • Mutual Funds
  • Closed End Funds

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Trust Consultant


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Credit Solutions Consultant


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Wealth Planning Consultant


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Wealth Strategist