Intentionally Personalizing Your Portfolio | AWM Insights #182

Investing should be centered around you and the plan should evolve as your life develops and changes. This general concept may sound straightforward and logical, but the ideology of setting an intention for the funds in your portfolio and constantly reevaluating and adjusting them is not a common one.The simple reason for the lack of adoption is that this process is highly sophisticated. Foundations and Endowments manage their funds in this way. They have large teams dedicated to constantly finding purpose and making the updates necessary to stay on track.Our Family Offices’ human-centered approach enables families to implement the same sophisticated process as billion-dollar entities and accomplish the goals most important to them. Meaning matters, and honing in on that meaning through intentionality is the first step to properly managing multigenerational wealth.Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network.Episode Highlights0:00 Intro0:15 Starting with Intentionality  1:10 How we use your vision and intentionality to build a portfolio.2:35 Your portfolios are ever evolving.4:50 Start big when building out your vision6:50 Text us!