Urban Wealth Management's investment planning philosophy balances a “top-down” view of macroeconomic factors with a close understanding of your goals and the amount of risk you can sustain. We are continually evaluating current, near‑term, and long‑term macroeconomic environments, both domestically and globally, to identify emerging trends and the best industries and sectors for investment. We don’t just make recommendations, though. Instead, our innovative risk management tool helps you define your goals and time horizon and establish your personal risk tolerance. Once we understand your needs and desires, then we can construct an investment portfolio that is customized for you and tailored to meet your goals along your projected time frame.
UWM provides financial planning and portfolio management services for women, men, and couples at all ages and life stages. As professional women ourselves, we are especially attuned to the ways investing can affect women’s lives. We provide a variety of options for socially responsible and ESG (environmental, social, and governance based) investments that look at how companies use their funds for the greater good.
Your intentions and needs are at the heart of investment strategies we’ll create, implement, and monitor for you and your family. Your strategy will align with other assets you hold to help you achieve your short-term and long-term goals. With investments greater than $250,000, financial planning services are included.
Our portfolio management services include:
- Check-in meetings
- Personal Financial Website (PFW) — a digital tool for tracking your financial goals
- A personalized Investment Policy Statement (IPS)
- Investing strategies aligned with your goals
- Investment risk assessment
- Asset allocation recommendations
- Investment review and monitoring
- Quarterly and on‑demand performance reporting
- Global economic assessments
- Investment options that include passive/index investing, active investment management, Socially Responsible Investing (SRI) and impact investing, stocks, bonds, exchange traded funds (ETFs), and mutual funds
- Other support as needed
- Access to a vetted network of professionals
Financial planning is an important element of UWM’s approach to portfolio management. While we can and do provide conventional Asset Under Management (AUM) services for our clients, we have found that positioning asset management within a comprehensive financial plan helps you decide and direct why, how, and where your assets should be invested. Our approach to asset management combines investment management with financial planning services within the AUM fee structure.
Depending on the size and complexity of the portfolio, families of clients may also be eligible for financial planning consultations. Ask us about a tailored proposal to meet your goals and priorities.
Urban Wealth Management provides financial planning and portfolio management services to individuals and couples at all ages and life stages. As professional women of color, we are especially attuned to the unique financial needs of women, and we specialize in creating wealth planning solutions for women. Our office is located in El Segundo, California, a short 15-minute drive south of Los Angeles International Airport. We’re happy to provide a complimentary 30-minute consultation to discuss your specific portfolio management needs. Contact us today to learn more!