Portfolio Management
Disciplined & Data-Driven
Global, risk-aware portfolios aligned with your goals
At Assets Glocalization Unicorn, portfolio construction starts with your objectives and risk profile, then pairs
macro awareness with rigorous research to build diversified, tax-aware portfolios. We implement with
cost discipline, monitor relentlessly, and adjust as markets and your life change.
Global diversification
Risk controls
Tax-aware implementation
Philosophy
Macro-informed, research-led, client-first
A core group of seasoned professionals drives key decisions with support from dedicated researchers.
We marry top-down insights—economy, policy, sentiment—with bottom-up fundamentals to identify
opportunities and steer clear of unnecessary risks. Independence lets us stay aligned with you.
Clear investment policy & risk budget- Strategic allocation with selective tilts
- Ongoing monitoring & disciplined rebalancing
Construction
A resilient, repeatable framework
From policy design to ongoing stewardship, we keep decisions consistent and transparent.
Policy
Define goals, constraints, risk capacity/tolerance, liquidity, tax profile, and benchmarks.
Allocation
Strategic mix across equities, fixed income, and diversifiers with optional tactical tilts.
Implementation
Cost- and tax-aware vehicle selection, trading, and staged deployment when appropriate.
Oversight
Rebalancing, risk checks, tax loss harvesting, and regular reporting to keep you informed.
Risk Management
We right-size volatility to your goals using diversification, guardrails, and a clear rebalance policy.
- Exposure limits & drift bands
- Scenario & stress views
- Sequence-risk mitigation
Liquidity Planning
We map known cash needs and maintain buffers so long-term assets can stay invested.
- Cash buckets aligned to horizon
- Staged deployment as needed
- Opportunistic rebalancing
Tax Awareness
We coordinate asset location, lot selection, and harvesting with your broader plan.
- Asset location across accounts
- Loss harvesting & gain deferral
- RMD/Roth coordination
Implementation
Vehicles, trading, and rebalancing discipline
We seek efficient exposures and keep costs visible—then follow rules for when and how to trade.
| Area | Our Approach |
|---|---|
| Exposure Selection | Blend of low-cost index exposures and selective active where we see durable edges. |
| Trading | Block trading, minimize slippage, tax-aware lot selection, staged entries when volatility is elevated. |
| Rebalancing | Threshold-based policy with tolerance bands; opportunistic rebalances to manage risk and taxes. |
| Reporting | Clear performance, allocation, and activity reporting—tied to your stated goals and benchmarks. |
Snapshot
Sample balanced objective
A hypothetical investor seeking moderate growth with controlled drawdowns might blend global equities,
core bonds, and stabilizers. We tailor every mix to the client’s policy and cash-flow needs.
1
Global Equities
Broad exposure across regions and factors.
Broad exposure across regions and factors.
2
Core Fixed Income
Quality duration to anchor risk and fund rebalances.
Quality duration to anchor risk and fund rebalances.
3
Stabilizers
Cash/short duration or other diversifiers to manage shocks.
Cash/short duration or other diversifiers to manage shocks.
Questions
Portfolio Management FAQs
We focus on policy-driven allocations with selective tilts informed by research, not short-term prediction.
Risk controls and rebalancing are primary tools for navigating cycles.
We prefer efficient vehicles, negotiate trading where applicable, and make all costs visible within reporting.
Yes. We coordinate asset location, lot selection, and harvesting, and align with your CPA for planning opportunities.
Absolutely. We coordinate IRAs, employer plans, brokerage, and more. For sponsors, see our
Business 401(k) Services.
Ready for a more disciplined portfolio?
Discover why clients choose Assets Glocalization Unicorn for transparent advice, rigorous process, and attentive service.