Investment Policy Committee

INVESTMENT MANAGEMENT

From expert investment selection and monitoring to fiduciary-based advice, we strive to ensure your financial goals are met. Benefit from strategies such as tax loss harvesting, risk reduction, and tax management. With transparent fees, third-party custodians, and a secure client portal, your investments are managed with utmost care. Explore alternate investment evaluations and receive personalized rebalancing advice, cash management, and asset allocation strategies.

INVESTMENT POLICY

Evidence-based investing entails a systematic, consistent approach applied to all strategies, prioritizing controllable factors such as asset allocation, global diversification, and minimizing costs, while disregarding uncontrollable elements like market timing and stock picking.

SAX Wealth Advisors relies on logic and data rather than emotions, abstaining from attempts to predict the future.

OUR INVESTMENT POLICY COMMITTEE

For any questions or concerns, feel free to contact the Investment Policy Committee at IPC@saxwa.com.