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Behind the Scenes: How Morton Manages Investment Portfolios
Manage episode 429247790 series 3418897
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On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Portfolio Management Analyst Hunter Daniel to discuss Morton’s approach to portfolio management.
Here are some key takeaways from their conversation:
- For clients bringing cash to invest rather than an existing portfolio, Hunter and his team will use dollar cost averaging to mitigate market timing risks. This means they will make periodic investments over time which helps average the purchase cost and reduce the impact of market volatility.
- Hunter and Chris highlight strategies like tax loss harvesting and the utilization of tax loss carryforwards from previous years.
- Hunter explains the importance of asset location, which involves strategically placing investments in various accounts (taxable, IRA, Roth IRA) to maximize after-tax returns. For example, the team will aim to locate income-generating investments in IRAs, where the income won't be taxed until withdrawal. Conversely, they might place growth-focused stock funds in taxable accounts, where gains can be managed for tax efficiency.
- Client accounts are reviewed daily and trades are made 4-6 times a year to keep portfolios in line with our investment strategies.
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