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