OUR INVESTMENT PROCESS
“Your investment portfolio is like a bar of soap. The more you handle it, the smaller it gets.” William Smead
At Mills Wealth Advisors, we design your investment portfolio based upon your investment objectives, risk tolerance and other relevant information. From this, we determine the proper asset allocation and asset location that best matches your portfolio’s objectives. Our CORE+ portfolios are developed to utilize various investment vehicles that will optimize a portfolios success. Some different types of investments vehicles we may use are public equity and private market investment offerings, all of which are designed to meet your investment objectives at the lowest total cost. Our CORE+ portfolios are strategic in design and are not actively traded; however we use periodic threshold-based rebalancing to bring portfolios back to target allocations and to capture deviations in prices across asset classes.