Our Chief Investment Officer Michael Hakerem oversees all client portfolios through Empowered Portfolios®, an outsourced chief investment officer consulting firm with a reputation for using modern technology while supporting clients with truly personalized service. As our dedicated partner, Empowered Portfolios provides sophisticated portfolio oversight backed by ongoing analysis of domestic and global market performance against your unique needs.
Technology is also a highly important aspect of how we manage your portfolios.
We employ proprietary “smart-decision” technology designed to provide you with a real view of whether or not you’re on track toward your goals. Rather than use technology to force clients into a handful of prepackaged portfolio templates and sales processes — and set them on autoplay — we analyze how well your portfolios are performing against your myriad goals, across our investment management support. Empowered Portfolios helps make your money make a difference in your life and for those you love.
Glenwood Financial Partners is a fee-based financial advisory firm located in Raleigh, North Carolina that specializes in goals-based wealth management and custom portfolio building.
Advisory services offered through Eudaimonia Partners LLC, an SEC-registered investment advisory firm. Glenwood Financial Partners may only conduct business with residents of the states for which they are properly registered.