Investment Management
Portfolio Strategy Built Around the Full Picture
An investment portfolio should be built with more than market performance in mind. It should account for how and when assets may be used, how much risk is appropriate, how taxes may affect investment decisions and how the portfolio fits into the client’s broader financial plan.
At Johanson & Yau, investment strategy begins with understanding the role each asset is meant to play. This broader view helps ensure portfolio decisions are aligned with your larger financial strategy.
Diversification, Concentrated Wealth and Risk
Diversification is an important part of managing investment risk, especially for clients whose wealth is tied closely to one company, sector or source of income.
This can be particularly relevant for Silicon Valley professionals who receive equity compensation or hold concentrated company stock. Investment management helps evaluate how those positions fit within the full portfolio and whether a diversification strategy may better support long-term financial goals.
Tax-Aware Investment Decisions
Taxes can influence investment returns, portfolio changes and long-term wealth accumulation. Selling appreciated assets, rebalancing a portfolio or generating income from investments can all create tax consequences.
Because we work alongside an established CPA firm, investment decisions can be evaluated with tax considerations in mind. This perspective is especially valuable for clients with taxable investment accounts, concentrated positions, equity compensation or retirement income planning needs.