Custom Portfolio Management

For clients who want more than the base offense.

Some clients want something more actively managed, including a chance to deploy a portion of their assets with a different approach. They want our licensed investment team actively selecting individual securities, researching opportunities, and managing a sub-account based on market conditions and potential.

That's custom portfolio management. For the right situation, it can make a real difference.

How It Works

When you work with custom portfolio management, we carve out a portion of your larger account. This is a separate sub-account where our licensed investment team takes the lead. While the rest of your money sits in a managed portfolio providing stability and steady returns, this portion gets a more active, targeted approach.

Think of it like your offense having both plays available. The managed portfolio is your running game: steady, reliable, and moving the chains. Custom management is your play-action: more active, more opportunistic, and designed to move the ball when the right situation presents itself.

We're not trying to beat the market every quarter or hit a home run every month. We're researching individual securities, watching for opportunities that fit your overall strategy, and positioning that portion of your account to seek out potential growth when conditions align.

This Complements, Not Replaces

The beauty of this approach is that it works alongside your managed portfolio. You're not putting all your chips on active management. You're keeping the foundation of stability and professional balance while also having a vehicle for a more targeted strategy on a portion of your assets.

Your advisor helps you determine how much of your account goes into custom management and how much stays in the managed portfolio. It's a blend that fits your goals and your comfort level.

Who This Is For

Custom portfolio management requires a larger account balance. It's designed for clients who want to be more hands-on, who are willing to accept more active decision-making, and who have assets substantial enough to make the approach worthwhile.

If you're getting to the point where your situation is more complex: perhaps you've built a successful business, accumulated significant assets, or are managing an inheritance, this might be worth discussing.

Our Team's Experience

Steve Marrazzo and PAC Financial bring decades of experience in working in or clients' best interest. Our licensed investment team knows the markets, knows the research, knows how to evaluate opportunities and manage risk. That experience and market knowledge is what you're tapping into when you work with custom portfolio management.

The Right Tool For The Right Situation

You've worked hard to build wealth. You understand risk. You want more involvement in how a portion of your assets are managed. If that sounds like you, custom portfolio management might be worth exploring.

CALL us TODAY at 717-564-6400 or set up your FREE consultation. Let's talk about whether a custom approach makes sense for your situation and your goals.

Securities and Investment Advisory Services offered through Osaic Wealth, Inc., Member FINRA/SIPC and Registered Investment Advisor. Insurance services offered through PAC Financial, which is not affiliated with Osaic Wealth, Inc. This communication is strictly intended for individuals residing in the states of CO, DE, FL, GA, MD, MI, NC, NJ, NY, PA, SC, VA.

The information provided is for general informational purposes only and should not be considered a solicitation for the purchase or sale of any security. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results.