Investment & Asset Management

Terrafort Capital provides investment management services on a discretionary or non-discretionary basis, where client portfolios are managed according to the client’s stated investment goals and objectives. Working closely with our firm, clients will establish realistic and measurable investment goals and objectives to meet those goals will be defined. An adviser will recommend that clients allocate their investment portfolio among various asset classes, then once the appropriate asset allocation has been determined, the portfolio will be monitored and rebalanced on an ongoing basis as changes in market conditions and client circumstances occur. As part of these investment management services, we have an ongoing responsibility to select and make recommendations to our clients as to specific securities or other investments that may be purchased or sold for a client’s portfolio.