Building personalized portfolios for lasting growth
FIDUCIARY INVESTMENT MANAGEMENT SERVICES
Tailored strategies aligned with your goals
At Great Plans Capital Management, our investment management services are designed to help you grow and preserve your wealth through a disciplined, personalized approach. As a fiduciary financial advisor, we create portfolios based on your unique objectives, risk tolerance, and timeline, ensuring every investment decision serves your long-term financial plan.
WHAT OUR INVESTMENT MANAGEMENT COVERS
Integrated portfolio strategies for every stage
Effective investment management requires more than just choosing stocks or funds. It’s about aligning every piece of your portfolio with your goals, values, and overall financial plan.
Risk Analysis
The first step in any investment conversation is an understanding of risk – both yours and your portfolio’s. We use sophisticated Risk Analysis tools to measure and design portfolios that fit both your financial needs and emotional tolerance for market changes.Personalized Portfolio Design
We construct portfolios tailored to your risk tolerance, time horizon, and objectives, using diversified asset allocation to balance growth and stability.Ongoing Monitoring & Rebalancing
We track performance and adjust allocations as markets shift to keep your portfolio aligned with your planTax-Aware Strategies
We integrate tax-efficient investment approaches to help you maximize after-tax returns while coordinating with your broader tax plan.
Clear Reporting & Reviews
You receive transparent performance updates and regular check-ins to ensure you understand how your investments are working for you.
INVESTMENT PLANNING THAT CONNECTS TO YOUR LIFE
A portfolio designed for more than returns
At Great Plans, investment management is never a one-size-fits-all service. We integrate your portfolio strategy with your retirement goals, tax considerations, and overall financial plan to ensure every dollar is working toward your vision for the future. Whether you’re building wealth, preparing for retirement, or managing income in retirement, our approach is built to adapt alongside your life.
INVESTMENT MANAGEMENT FAQs
Common questions about building and managing portfolios
We begin by understanding your goals, timeline, and risk tolerance, then use a disciplined process to choose appropriate investments. Portfolios typically include a mix of asset classes, such as stocks, bonds, and ETFs, to create diversification. Every investment is selected to serve your personal financial plan rather than follow a generic model.
As a fiduciary, we are legally and ethically obligated to put your best interests first in every investment decision. This means we do not sell proprietary products or follow quotas; our recommendations are based entirely on what fits your plan. It ensures transparency and alignment between your goals and our advice.
We use a blend of approaches depending on your objectives and preferences. Passive, low-cost strategies may suit long-term growth, while selective active management can add value in specific areas. The focus is always on building a portfolio that matches your unique needs, not chasing trends.
We monitor portfolios continuously and recommend formal reviews at least once every 6 months. More often if there are major life changes.These reviews help ensure your allocation remains in line with your goals and risk tolerance, adjusting as needed to stay on track.
Yes. Investment management works best when connected to your tax strategy and retirement plan. We coordinate with your financial plan to ensure asset location, withdrawal strategies, and portfolio design are tax-aware and aligned with your long-term objectives.
START PLANNING YOUR FUTURE TODAY
Serving clients across North Carolina and beyond
Whether you are planning for retirement, building a business, or seeking comprehensive financial guidance, our fiduciary financial advisors are here to help you create a roadmap for lasting confidence. Let’s start a conversation about your goals and build a plan designed for you.