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Pelican Wealth Advisors > Our Services > Investment Management
Ignite Your Wealth: Innovative Investment Management

Customized Portfolio Solutions for Your Financial Success

At Pelican Wealth Advisors, we provide superior investment management services tailored to meet the unique needs of every client. We understand that each individual’s financial goals are distinct, and therefore, we offer innovative portfolio solutions specifically designed to align with your ambitions. Our team of seasoned professionals is committed to guiding you on the path to financial success, creating personalized investment strategies that help turn your financial dreams into reality. Embark on your journey towards financial prosperity with Pelican Wealth Advisors.

To learn more about our bespoke investment management services, we encourage you to watch the video below.

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Investment Management

Your Goals, Our Expertise: Navigating Your Financial Journey Together

At Pelican Wealth, we understand that your financial goals are as unique as you are. That’s why our dedicated team of financial advisors specializes in providing personalized Investment Management services tailored to your individual needs and objectives.

Our Investment Management service is more than just choosing stocks and bonds. It’s about understanding your aspirations, your risk tolerance, and your financial landscape. It’s about building a relationship with you and working together to shape your financial future.

Our advisors meticulously craft custom plans for each client. We start with an in-depth assessment of your financial situation, your goals, and your risk tolerance. This information is the foundation upon which we build your personalized investment portfolio.

We strive to deliver solutions that align with your financial objectives and help you reach your goals. Whether you’re planning for retirement, looking to grow your wealth, or saving for a significant life event, our team is here to guide you every step of the way.

At Pelican Wealth Advisors, we don’t just manage investments; we build partnerships. Our advisors are committed to providing you with expert advice and transparent communication to ensure you’re confident in your investment decisions.

Together, we can navigate your financial journey and help you reach your financial destination. Connect with our team today and let’s take the first step towards achieving your financial goals.

  • Custom Portfolios
  • Third Party Money Managers
  • Alternative Investments
  • Gold & Crypto

Understanding Your Financial Goals and Objectives

We begin by deeply understanding your unique financial goals and objectives. By closely collaborating with you, we gain insights into your aspirations, risk tolerance, and time horizon, which lay the foundation for building a tailored investment portfolio.

Designing a Customized Investment Strategy

Based on the information gathered, our expert team at Pelican Wealth Advisors designs a customized investment strategy that aligns with your specific financial goals. We carefully analyze market trends and employ our expertise to identify investment opportunities that maximize potential returns while managing risk.

Crafting an Optimal Portfolio

We leverage advanced systems and cutting-edge technology to construct an efficient investment portfolio that aims to outperform. Our approach combines tactical asset allocation, fundamental analysis, and technical analysis to ensure portfolio selection is superior.

Using our tactical asset allocation approach, we dynamically allocate assets across different investment classes based on our assessment of market conditions, risk tolerance, and your financial goals. This allows us to adapt the portfolio composition to capture opportunities and manage risk effectively.

To identify superior investment opportunities, we employ both fundamental analysis and technical analysis. Fundamental analysis involves in-depth research and analysis of individual companies, evaluating their financial health, competitive positioning, and growth prospects. Technical analysis examines historical price patterns and market trends to forecast potential future price movements. By integrating both approaches, we strive to identify investments with strong fundamentals and favorable market dynamics.

Continuous monitoring and measurement of portfolio performance are crucial aspects of our approach. Our advanced systems enable real-time tracking and analysis of portfolio metrics, ensuring alignment with your financial goals. We closely monitor market trends, economic indicators, and other relevant factors to make informed adjustments to the portfolio as needed.

Continuously Monitoring and Adjusting the Portfolio

We believe in proactive portfolio management. We continuously monitor the performance of your investment portfolio and make necessary adjustments to ensure it remains in line with your financial goals and market dynamics. We stay responsive to changes in your circumstances and evolving market conditions to optimize portfolio performance.

Collaborating with Tax and Estate Professionals for Enhanced Effectiveness

We understand the importance of a coordinated approach to financial planning. At Pelican Wealth Advisors, we work closely with your tax and estate professionals to maximize the effectiveness and efficiency of your investment portfolio. By aligning investment strategies with tax and estate planning, we strive to optimize tax efficiency and seamlessly integrate your overall financial plan.

By following these five steps, Pelican Wealth Advisors creates a tailored investment portfolio designed to help you achieve your financial goals. We continuously monitor and adjust your portfolio, taking into account changing circumstances and market conditions. Our collaboration with tax and estate professionals ensures an integrated approach that maximizes the effectiveness and efficiency of your investment strategy.

Our Philosophy

As a prospective investor, one question likely lingers in your mind: how do we, as your potential portfolio managers, handle your hard-earned money? This question is certainly a legitimate one, often posed during what we like to call the “Advisory Exploration Phase” when prospective clients meet with us, often while considering other advisors as well.

We firmly believe in transparency and consider your inquiry as both essential and fair!

Our investment approach embodies an “active” philosophy as opposed to a passive buy-and-hold strategy. Our mission is to actively manage your investments, striving to mitigate downturns in your accounts through strategic risk reduction. This may include raising liquidity when necessary, capitalizing on profits, identifying fresh prospects, or occasionally remaining on the sidelines with a substantial cash reserve, ready for deployment when the right opportunity surfaces or market volatility subsides.

Another crucial aspect of our investment strategy involves the implementation of “hedging positions”. These positions are designed to essentially ‘freeze’ accounts in an effort to minimize potential losses. This tactic is particularly useful during periods of market uncertainty or fluctuation, ensuring your portfolio remains resilient despite economic ebbs and flows.

We recognize that investment and portfolio management is not a one-size-fits-all process. It requires the application of nuanced strategies that align with individual financial goals, risk tolerances, and time horizons. To this end, we diligently craft each client’s portfolio, carefully selecting a mix of investments that not only fulfill their financial objectives but also align with their comfort level in facing market uncertainties.

Our commitment extends beyond simply managing your portfolio; we aim to cultivate a meaningful relationship with each of our clients, fostering an environment of trust and confidence in our active management strategy. Ultimately, our philosophy is built upon maintaining your financial stability while actively seeking opportunities to grow your wealth, adapting to market conditions, and effectively responding to your evolving financial needs.

What's in Our Portfolio's

Our portfolios comprise a strategic mix of Exchange-Traded Funds (ETFs) and stocks. ETFs offer diverse investment options as they categorize stocks based on criteria such as industry or company size. With nearly 3,000 different ETFs available, they bring a vast range of investment opportunities.

We fortify our portfolios with blue-chip stocks like Apple, Microsoft, or Disney for a sturdy base. Additionally, we incorporate more speculative stocks from smaller, high-potential companies for added value. These stocks, subject to higher price volatility, are monitored closely for frequent adjustments.

In summary, our portfolios balance stability and growth through a carefully curated blend of ETFs and stocks.

How We Allocate

Our method for selecting ETFs and stocks is unique and proprietary, so we won’t divulge all the specifics. However, we can share some aspects of our approach.

The ETF component of our portfolios is anchored by the S&P 500 and often the Nasdaq 100 or a variant thereof. These positions generally constitute 40%-60% of the portfolio. Next, we incorporate sector-specific ETFs, which account for approximately 20%-30% of the portfolio.

As for the individual stocks, our portfolios hold a core of Blue Chip stocks, which comprise about 10%-15% of the total value. Lastly, the remaining 5%-10% is allocated to less well-known, more speculative stocks, which are cycled more frequently due to their potential for higher returns and greater volatility.

In essence, our allocation process strives for a balanced blend, grounding your portfolio in stable, recognized entities, while still providing room for potential high-growth opportunities.

Take Control of Your Financial Future with Personalized Risk Management

Discover Your Custom Risk Score Today

Take the first step towards securing your financial future by completing our risk score questionnaire. Our expert team will analyze your responses to create a custom-tailored portfolio that aligns with your risk profile, ensuring that your investments are managed with care and precision. Don’t leave your financial future to chance – work with us to proactively manage risk and unlock your full financial potential. Click below to get started on your personalized risk score assessment.

What's Your Risk Number?

Knowing your investor risk score enables tailored, effective investment strategy planning.

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