Investing with Intention and Insight
Portfolio Management
Successful investing isn’t about chasing trends—it’s about maintaining clarity and discipline through changing conditions. At Utica Capital, we manage investment portfolios with a long-term focus, grounded in research, strategy, and a deep understanding of your goals.
Our advisors serve clients across Tulsa, Edmond, and surrounding communities, helping them create portfolios that evolve with life’s stages. We combine smart diversification, active monitoring, and disciplined decision-making to ensure your money works toward what matters most to you.
Balancing Growth and Stability Through Every Market
What’s Included in Our Portfolio Management Services
Customized Investment Strategy Design
Build portfolios tailored to your goals, time horizon, and risk tolerance.
Ongoing Market Review & Rebalancing
Keep your portfolio aligned with your objectives and market conditions.
Tax-Aware Investment Management
Manage holdings efficiently to help minimize taxable events.
Retirement & Education Goal Integration
Coordinate investments with long-term life goals for greater consistency.
Regular Performance Reporting
Receive transparent, data-driven updates on how your investments are performing.
Why Clients Choose Utica Capital
Clients choose us because...
We believe your portfolio should reflect more than your financial profile—it should reflect your purpose. Utica Capital’s collaborative team manages every portfolio with precision, care, and a shared focus on your success.
Clients choose our firm because we:
- Emphasize discipline and data-backed decision-making.
- Integrate investments with broader financial and estate plans.
- Provide objective, fiduciary guidance free from product bias.
- Focus on building lasting relationships rooted in trust and results.
How often do you review or adjust client portfolios?
We monitor portfolios continuously and conduct formal reviews regularly or when market conditions or your goals change.
Do you actively manage investments or take a passive approach?
Our approach blends both. We focus on active strategy where it adds value and maintain long-term discipline through diversified, goal-aligned portfolios.
Can you manage accounts held at multiple institutions?
Yes. We help clients consolidate reporting and coordinate strategies across various accounts for better visibility and efficiency.
How do you manage investment risk?
Risk is managed through diversification, regular rebalancing, and ongoing alignment with your time horizon and comfort level.
