Asset Management

You and your family work hard to build your assets — and when you need them, you deserve the confidence that they’ll be there for you. At Tallus Capital, our Asset Management service takes a thoughtful, disciplined approach to managing your investments so you can stay focused on living your life and reaching your goals.

Why Asset Management Is Important

Individuals and families depend on the assets they’ve accumulated over the years — especially later in life, during retirement, or when unexpected needs arise. Most people don’t have the time or desire to monitor and manage those assets day to day. That’s where we come in!

What Phase are you in?

Accumulation: Typically through your late 50s to early 60s

  • Grow your accounts, savings, and investments.
  • Build your emergency fund so you don’t need to touch long-term investments.
  • Portfolios are built toward long-term growth.

Preservation: Usually 5–10 years before retirement

  • Focus on stability and maintaining your investment accounts.
  • Fine-tune your tax strategy for the transition into retirement.
  • Portfolios are balanced between growth (stocks) and stability (bonds).

Distribution: In retirement

  • Identify your income needs and tax-efficient withdrawal strategy.
  • Maintain enough growth to offset distributions.
  • Portfolios aim to reduce volatility and combat inflation.

 

Our Expertise

We believe in a simple, thoughtful approach to portfolio management.  The Tallus Investment Policy Committee, which meets quarterly, considers economic, political, and market factors when reviewing our investments. The committee reviews all available data and resources to make mindful decisions about which investments make sense in each sector and market.

As part of the quarterly review, clients’ portfolios are also reallocated to stay in line with their risk tolerance and time horizon.  Portfolios can shift away from their original plan, and we ensure that your comfort level is maintained no matter what phase you are in.

 

 

How Tallus can Help You

  • Determining your objectives:  To manage your assets properly, we first need to understand what your goals are and how you want to use them in the future.  Whether that is a certain lifestyle, travel, or leaving a legacy, we can help guide your plan.
  • Create a Strategic Asset Allocation Plan (SAAP) and Tactical Asset Allocation Plan (TAAP): Successful investing is all about successful planning. We’ll help create both long-term (strategic) and short-term (tactical) asset allocation and management plans in line with the recommended asset mix.
  • Help you choose your optimal asset mix: Depending on your phase, we help you choose the right blend of assets. We believe in safety through diversification — balancing risk and opportunity to fit your comfort level.
  • Building your portfolio: Using the allocation mix agreed upon, we’ll build a results-focused portfolio of individual investments (Stocks, Bonds, Mutual Funds, ETFs, Alternate investments) that seek to help get you to your financial objectives.
  • Measuring performance: We track the performance of your assets under our care and constantly measure how they are performing against industry-recognized benchmarks.
  • Managing risk: Our portfolio strategy also includes a Risk Mitigation sleeve.  This component aims to help cushion your portfolio during market swings, so your long-term plan stays on track even when markets shift.  Many of our other investments also adjust to market conditions, providing further protection to your investments.
  • Client Account Reviews: Communication and collaboration are key to ensuring that your future is being guided towards your goals.  We provide annual reviews but offer to meet with our clients as frequently as it makes them comfortable.  Life changes, and we want to know when it does. Together, we’ll make adjustments to keep you comfortable, confident, and moving forward.

About Tallus Capital Management

  • Founded in 2012, Tallus Capital Management has been helping families across the Portland metro area, Central Oregon, and beyond focus on their future.
  • Our team brings over 60 years of combined industry experience, offering thoughtful and careful asset management that helps clients feel clear and confident about their financial journey.
  • Our thoughtful and careful approach to Asset Management leaves our clients feeling clear and confident.

Whether you’re building wealth, preparing for retirement, or drawing from your investments, our team is here to help guide every stage. With ongoing monitoring, communication, and care, you’ll have a clear plan — and a trusted partner beside you.

Want to talk about your future?  Schedule a Meeting with one of our advisors.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. 

Contact us today to learn more about asset management.