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Portfolio Management

We take a personalized approach to investing your money. Our process begins with understanding your risk number and investment goals. From there, we tailor your portfolio to meet your needs, monitor its performance and make quarterly adjustments designed to take advantage of new market opportunities.

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Building your investment strategy with Riskalyze

We utilize Riskalyze, a cutting-edge technology that identifies your acceptable levels of risk and reward, to ensure your portfolio aligns with your investment goals and expectations.


Step 1

Capture Your Risk Number


We start by asking you to answer a brief questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision-making process.

Step 2

Align Your Portfolio


After determining your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes.



Designed for long-term success

Helping you achieve your goals

The way you want to invest

Keeping you informed along the way


Designed for long-term success

Portfolio management is about risk management. At High Falls Advisors, we utilize the same risk management technology as 275 of the world’s largest financial institutions. Each of our portfolios is constructed with quality and cost-effective investments across alpha, index and factors.


Alpha Strategies

Managers delivering active returns, not static tilts.

Index Strategies

Low-cost, tax-efficient, broad market exposures.

Factor Strategies

Historic drivers of out performance or reduced risk.

Helping you achieve your goals

Whether you’re looking to aggressively grow your portfolio, maximize income or protect your nest egg, we have a portfolio design to help you achieve your goal.


Build Wealth

Spend Wealth

Make it Last

The way you want to invest

We will help you choose a portfolio personalized to your preferences. From environmentally conscious investments to portfolios designed to help protect from market volatility, the choice is yours.


ETFs, mutual funds or a combination of both

Traditional, environmentally sustainable or additional sources of return/risk

Taxable or non-taxable (retirement)

Keeping you informed along the way

We provide you with commentaries, performance updates, webinars and more to help you stay up to date on your investments.


Explanations in plain language everytime we make a trade

Market views and commentary from your portfolio managers

Materials to show you exactly what you are invested in and how your portfolio is performing

Professionally Managed Portfolios

We partner with BlackRock to bring you investment expertise delivery in a streamlined way. BlackRock is a world leader in risk management and provides investment solutions for almost every need while maintaining a singular client focus.


Core Market Index Portfolio (CMIP) - Regular and Tax Aware Versions Available

Core Market Index Portfolio (CMIP) - Regular and Tax Aware Versions Available

  • CMIP portfolios seek to deliver competitive performance through actively managing portfolios and mitigating risk.
  • CMIP portfolios are designed to adapt to changing markets and leverage low-cost investment vehicles to keep overall expenses down.
  • Data driven risk management
  • Dedicated portfolio managers leverage proprietary, ALADDIN© risk analytics to understand exposures, seek to mitigate risk and position portfolios accordingly.
  • Our Regular and Tax Aware versions of this portfolio can be enhanced using our Tax Smart Investing process to further limit tax exposure.

Enhanced Allocation Strategy (EAS)

Enhanced Allocation Strategy (EAS)

  • Using mutual funds, we broad diversify your portfolio across asset classes to reduce portfolio risk and enhance returns.
  • Your portfolio is monitored, adjusted, and rebalanced as necessary.
  • Our objective is to achieve strong total returns through asset allocation and fund selection.

Retirement Income Planning

Retirement Income Planning

  • Your portfolio is designed to help investors generate income and growth, while actively managing risk. We use core, multi-asset portfolios built using mutual funds and ETFs.
  • Portfolios are designed to seek income and growth by identifying opportunities across different asset classes and regions.
  • Your portfolio management team takes a risk-first approach focused on helping to mitigating downside risk potential.
  • Multi-Asset Income model portfolios employ a flexible, unconstrained, global investment strategy to adapt to changing markets.

Tax Smart Investing

Tax Smart Investing

No one wants to see their portfolio decline in value. Tax-smart investment management can reveal a silver lining at such times by using market declines to reduce your tax liability and potentially add value. Tax loss harvesting (TLH) is a key feature of tax-smart investing.

TLH looks to capture investment losses in your portfolio that may be used to offset your near-term tax liabilities and increase your after-tax returns. Effective tax management demands advanced capabilities customized to your unique portfolio objectives.

Tax loss harvesting may not be appropriate for the following clients:

  • In non-taxable accounts, such as IRAs or 401(k)s
  • In accounts where most tax lots have appreciated so substantially that market-based
  • declines would be unlikely to result in prices below cost basis
  • If you are in a very low tax bracket

Find your Risk Number.

Determining how fast you’re comfortable traveling on your investment journey is the first step in developing the right investment strategy for you.

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