Portfolio Management

Successful investment management starts with discipline. It is the cornerstone of your financial future. At Silvia McColl Wealth Management, we manage your assets as if they were our own.

  • Tax Sensitivity Investing
  • Market Research & Commentary
  • Asset Allocation
  • Risk Tolerance
  • Trading and Rebalancing
  • Asset Aggregation


We understand that your wealth is more than a number: It’s the key to a secure and fulfilling life, created on your terms.

Our priorities are to protect your hard-earned capital and to grow it intelligently, employing a well-diversified mix of stocks, bonds, mutual funds and exchange-traded funds. And because each client’s situation and objectives are unique, our portfolios are carefully customized to meet your needs.


Investing is a science, not an art. And it’s certainly not about hunches or following the crowd.

At Silvia McColl Wealth Management, we employ a disciplined approach that has rewarded long-term investors through changing markets.

With a focus on yield and cash flow our Income Portfolio is designed to weather down turns in the market by “paying you to wait” for a recovery thru the interest and dividends you receive.

Our Growth Portfolios encompass long-term, strategic “core” investments that are blended to achieve the performance you need with the least possible risk.


As an independent, fiduciary advisory firm, we’re proud to be accountable solely to our clients. We monitor your investments daily, track and measure performance regularly, and communicate frequently.

Most importantly, we never lose sight of our goal: Your success.

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.