Investment Methodology

Pursuit Wealth Management

customized models.

Pursuit Wealth Management creates proprietary, customized models to accomplish targeted and tax efficient outcomes for our clients. In creating our customized models, we use many different types of investments to maximize the return for our clients.

In addition to our ESG criteria, we look at investments across the universe of individual stocks, individual bonds, exchange traded funds, mutual funds, annuities, and structured notes.

While each of these types of investments have many different options, it is the way they blend together in a portfolio to work toward a final goal that matters most.

Through managing the risk-adjusted returns of the total portfolio, while always trying to minimize the tax impact, we create and manage a portfolio that is truly more than the sum of its parts.