{"id":210,"date":"2022-12-28T21:50:45","date_gmt":"2022-12-28T21:50:45","guid":{"rendered":"https:\/\/96.127.148.2\/~greenportfa2022\/dev2022\/?page_id=210"},"modified":"2024-01-26T13:10:48","modified_gmt":"2024-01-26T13:10:48","slug":"dynamic-investment-monitoring","status":"publish","type":"page","link":"https:\/\/greenportfinancial.com\/discretionary-investment-management\/dynamic-investment-monitoring\/","title":{"rendered":"Dynamic Investment Monitoring"},"content":{"rendered":"<div id=\"pl-210\"  class=\"panel-layout\" ><div id=\"pg-210-0\"  class=\"panel-grid panel-has-style\" ><div class=\"siteorigin-panels-stretch panel-row-style panel-row-style-for-210-0\" data-stretch-type=\"full\" ><div id=\"pgc-210-0-0\"  class=\"panel-grid-cell\" ><div id=\"panel-210-0-0-0\" class=\"so-panel widget widget_sow-image panel-first-child panel-last-child\" data-index=\"0\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-image so-widget-sow-image-default-c67d20f9f743-210\"\n\t\t\t\n\t\t>\n\n<div class=\"sow-image-container\">\n\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/Bill-Dynamic-Investment-Monitoring-1200x500-1.jpg\" width=\"1200\" height=\"500\" srcset=\"https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/Bill-Dynamic-Investment-Monitoring-1200x500-1.jpg 1200w, https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/Bill-Dynamic-Investment-Monitoring-1200x500-1-300x125.jpg 300w, https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/Bill-Dynamic-Investment-Monitoring-1200x500-1-1024x427.jpg 1024w, https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/Bill-Dynamic-Investment-Monitoring-1200x500-1-768x320.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" title=\"Bill-Dynamic-Investment-Monitoring-1200&#215;500\" alt=\"Greenport Financial Advisers\" \t\tclass=\"so-widget-image\"\/>\n\t<\/div>\n\n<\/div><\/div><\/div><\/div><\/div><div id=\"pg-210-1\"  class=\"panel-grid panel-has-style\" ><div class=\"panel-row-style panel-row-style-for-210-1\" ><div id=\"pgc-210-1-0\"  class=\"panel-grid-cell\" ><div id=\"panel-210-1-0-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"1\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-editor so-widget-sow-editor-base\"\n\t\t\t\n\t\t>\n<div class=\"siteorigin-widget-tinymce textwidget\">\n\t<h1><span style=\"color: #000000;\">North Canton Wealth Management<\/span><\/h1>\n<h2>Dynamic Investment Monitoring - Providing The Tools to Reach Your Destination<\/h2>\n<p><strong>We monitor all investments based on your Investment Policy Statement.<\/strong><\/p>\n<p>Plans are only as good as their fulfillment. Without disciplined, ongoing study and evaluation, your investments lack direction or oversight. Only through our vigilant investment monitoring and optimization can your investment portfolio best realize its potential.<\/p>\n<hr \/>\n<p style=\"color: #0e79ba; font-weight: bold; border: solid 1px #0e79ba; padding: 10px;\">DISCIPLINE #2 \u2013 INVEST<\/p>\n<ul>\n<li><span style=\"color: #0e79ba;\">careful, continuing investment monitoring<\/span><\/li>\n<li><span style=\"color: #0e79ba;\">event-related adjustments<\/span><\/li>\n<\/ul>\n<hr \/>\n<p>As the responsible agent to ensure the alignment of your investment portfolio to your Investment Policy Statement, we take the day-to-day burden from our clients by maintaining diligent, active investment monitoring of each client account.<\/p>\n<p><strong>We monitor our clients\u2019 accounts continually to:<\/strong><\/p>\n<ul>\n<li>determine if the positions held are consistent with investment objectives and risk tolerance as stated in the Investment Policy Statement<\/li>\n<li>examine the holdings that comprise your portfolio to verify the adherence to the investments' stated objectives and investment philosophy<\/li>\n<\/ul>\n<p><strong>Greenport also monitors and adjusts client accounts based on individual circumstances, such as:<\/strong><\/p>\n<ul>\n<li>contributions and withdrawals<\/li>\n<li>tax planning<\/li>\n<li>changes in risk\/return objectives<\/li>\n<\/ul>\n<p>Greenport isn't for everyone, but we may be right for you. If you want investment discipline instead of everyday responsibility, <a href=\"https:\/\/greenportfinancial.com\/contact-us\/\">contact us online<\/a> or call <strong>330.433.1800<\/strong> for a free consultation.<\/p>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>North Canton Wealth Management Dynamic Investment Monitoring &#8211; Providing The Tools to Reach Your Destination We monitor all investments based on your Investment Policy Statement.&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":201,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.3 (Yoast SEO v22.3) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>North Canton Wealth Management | Greenport Financial Advisers<\/title>\n<meta name=\"description\" content=\"Maximizing investment potential requires discipline. 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