Portfolio Management

Portfolio Management Catered to Your Needs

Complete independence to provide you a personally tailored strategy.

You have worked hard to build and save money for it to be ready and available at every stage of life. Now you need someone trustworthy to take care of it, and Bukaty Companies is that trusted resource.

Since 1987, our approach has been to provide boutique quality portfolio management services while harnessing institutional class capabilities. We strive to ensure investments are working effectively and delivering true results, and help manage wealth to pursue a lifestyle desired and work methodically to protect your quality of life.

After taking the time to discover what financial success looks like to every individual, we design a strategy that strives to meet specific long-term financial goals and aspirations. You will have personal access to the investment decision makers who will work to identify trends, potential risks, and opportunities that align with appropriate risk appetites.

We manage money to pursue an outcome.

We provide value portfolio management through:

  • Prudent portfolio design Diversified Asset Allocation – strategy built for the long run with dynamics to manage volatility
  • Tactical asset allocation
  • Tactical Overlay – seeking stability in an unstable environment
  • Low Cost and Tax Efficient Tax optimized strategies

Cash alternative strategies are also available for foundations companies and high net worth individuals.

In order to construct an appropriate long term portfolio, the client’s objectives, risk tolerance, and liquidity needs are compiled and used to align a client with the proper strategy.

To determine our long-term asset allocation, potential returns, risks, and correlations are paired with underlying economic trends such as demographics and geopolitical events to construct a personalized portfolio.

Strategies Built on a Solid Foundation

Investing involves risk including the loss of principal. No strategy assures success or protects against loss.

Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.