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Portfolio Management

An investment portfolio can be made up of stocks, bonds, mutual funds, exchanged traded funds (ETF’s), or other securities in which you have invested your hard-earned money. To grow that portfolio, it’s essential to monitor markets and navigate the constantly evolving financial landscape.

However, most investors lack the experience and know-how to manage these investments on their own in order to maximize returns. At Dechtman Wealth Management, we understand the importance of investment and portfolio management. That’s why we offer comprehensive services to ensure you’ve got the best investment strategies on your side.

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What Is
Portfolio Management?

Portfolio management is the ongoing process of building wealth by implementing and monitoring asset-growing strategies such as investments in stocks, bonds, and other asset classes. A financial advisor selects wealth-building strategies based on your individual risk tolerance and unique financial goals.

Management Services

No financial portfolio is exactly the same, just as no investor’s goals are exactly the same. Stock portfolio management aims to help you get the highest return on your investments, with your unique lifestyle and goals in mind. At Dechtman Wealth Management, our financial portfolio management services include:

  • Asset allocation
  • Risk assessment
  • Tax-reduction strategies
  • Diversification
  • Retirement planning
  • Support from dedicated advisors
  • And much more

The world of finance and investment is complex and often difficult to fully understand. The investment portfolio managers at Dechtman Wealth Management handle the heavy lifting and implement progressive financial strategies for you.

Why Choose Dechtman Wealth Management?

For more than 38 years, the Dechtman Wealth Management team has been dedicated to helping clients achieve financial freedom with personalized portfolio management and other comprehensive services. But with all the professional portfolio management firms out there, why should you choose Dechtman Wealth Management? The difference is in our approach.


In the complex world of investing, some things are only learned through experience. The Dechtman Wealth Management team brings 38+ years of industry know-how to help benefit your investment portfolio.


Depending on where you are in your life, your financial investment goals could be vastly different from someone else’s. We practice asset allocation to ensure an individualized approach to your unique goals.


We know it’s essential not to put all your eggs in one basket. We ensure your portfolio is diversified to help you manage risk, lessen uncertainty, and see more reliable outcomes.


A vast, ever-changing domestic and global market is difficult to grasp. But with more than 38 years of investment experience, our team understands how to navigate market turns and timing with optimism and realism.


As we’re handling your financial portfolio, we think it’s important that you stay involved every step of the way. And if you’d prefer a more hands-off approach, we’re more than happy to take the reins.


We want you to gain a firm understanding of how your money is invested, and that’s why we offer transparent costs that give you insight into our investment portfolio services.

At Dechtman Wealth Management, we are committed to treating every client like family by offering insight and support specific to your financial needs. Our team values proactive communication — striving to always keep you informed and involved when you want to be. But above all else, we’re dedicated to doing what’s right for each client to help them achieve their financial goals.

How to Get Started on Your Financial Portfolio

Whether you’re approaching retirement or are in your peak earning years,, Dechtman Wealth Management’s stock portfolio managers are ready to assist you in helping to grow your portfolio. Here’s how it works:

Share Your Goals

We start by talking with you to gain an understanding of your financial goals and objectives.

Portfolio Analysis

We take a look at your existing portfolio and give you our opinion based on our years of experience.

Create a Plan

After analyzing your portfolio, we offer our recommendations and work with you to develop a plan.

We Go To Work

Our experienced financial advisors implement proven strategies to get you on the path to achieving your financial goals.

We Support You

Your dedicated financial investment advisor is always available to answer your questions and attend to your needs.

Other Helpful Financial Resources

Dechtman Wealth Management offers you the tools you need to help you put together a thoughtful strategy for your investments. Take a look at some of our helpful resources that can help you feel more confident in your financial journey.

We Are Here to Help

By leveraging our disciplined investment process, you receive complete transparency of information, straightforward costs, and proactive investment management services. Located just outside Denver, Colorado, Dechtman Wealth Management is built on the foundation of trust that we have with our clients. Since our founding in 1984, we have acted as fiduciaries and always put our clients first.

If you want to start preparing for your retirement or would like a second opinion on your investments, give us a call and we would be happy to visit with you.