Portfolio Monitoring Services
Good Investors Don't Just "Set It And Forget It"
McCabe & Associates provides continuous oversight of your investments with proactive rebalancing, so your portfolio stays aligned with your plan instead of drifting away from it.
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The Real Risk
What Happens to a Portfolio Left Alone
A portfolio is not a set-and-forget asset. Left unwatched, it drifts away from the plan it was built for, one market move at a time.
Drift From Your Targets
As some holdings grow and others lag, your mix shifts. Over time you can end up with an allocation no one chose and a risk level no one intended.
Missed Rebalancing Moments
Rebalancing at the right time captures gains and controls risk. Miss those windows and you give back returns you did not have to.
Problems Caught Too Late
Without ongoing oversight, a position that has gone wrong, or a tax opportunity that has opened, goes unnoticed until it is too late to act.
What We Do
Portfolio Monitoring Services
Continuous oversight that keeps your portfolio aligned with your plan and acts before small issues become large ones.
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Manage Concentrated Stock Positions
We strategize around Restricted Stock Units and look for opportunities like tax lot selection, exchange funds, charitable gifts, and gifting concentrated stock to children.
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Proactive Rebalancing
We coordinate with our clients' accountants to determine a rebalance that keeps your portfolio aligned while mitigating taxes.
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Budget Reviews
Our portfolio reporting system allows our clients to connect outside credit cards and bank accounts, leading to better conversations around budgeting.
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Analyzing Employee Stock Purchase Plans
We help clients weigh the benefits of buying discounted employer stock while keeping an eye on the percentage that stock makes up of their net worth.
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Clear Reporting
We spent months building our Orion reporting system so that clients have a "one-stop-shop" experience where they can book meetings directly with advisors, connect outside accounts, and access information on their accounts with us.
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Let's Discuss Your Portfolio Monitoring Needs
Using our virtual family office, you can meet with our advisors from the comfort of your own home while receiving the same level of service you deserve.
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The McCabe Difference
What Makes Our Firm Stand Out
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We manage concentrated stock positions and devise strategies to lessen allocation tax-efficiently.
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Our reporting system connects outside credit cards and bank accounts to enhance your budgeting.
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We coordinate changes with your accountant to manage the tax cost.
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We analyze how your employer stock fits into your overall allocation plan.
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Our reporting system lets you book meetings, connect outside accounts, and review your McCabe portfolio in one secure platform.
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Our clients trust us to handle $1.15B in assets (as of 6/30/2026)
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Portfolio Monitoring Resources
Articles to help you understand how a portfolio is kept aligned over time.
Featured Resource
The Interactive Wealth Bridge
See how ongoing monitoring fits into a coordinated, lifetime financial plan.
Explore the Wealth Bridge
Portfolio Monitoring Articles
Rebalancing Your Portfolio
Why rebalancing matters and how to think about when to do it.
Read articleRemaining in Balance
How a portfolio drifts and what it takes to keep it on target.
Read articleLong-Term Investment Strategies
How a long view shapes how a portfolio is monitored and adjusted.
Read articleAudience Playbooks
The 5M Family Wealth Playbook
A planning roadmap for families managing wealth in the multimillion-dollar range.
View playbookThe Business Owner's Exit Playbook
Succession, liquidity, and transfer planning for families whose wealth is tied to a business.
View playbookThe Great Wealth Transfer
What the coming transfer of wealth between generations means for your family.
View playbookQuestions
Frequently Asked Questions
How often do you actually look at my portfolio?
Continuously, not just at scheduled reviews. We watch for drift, rebalancing windows, and tax opportunities between meetings, so issues are caught and acted on while they still matter.
What does rebalancing do for me?
Rebalancing controls risk and captures gains by bringing your mix back to its targets. Done at the right moments, it keeps your portfolio aligned with the plan it was built for.
Will rebalancing create a tax bill?
It can, which is why we coordinate changes with your tax picture. We aim to keep your portfolio aligned without creating avoidable taxes, weighing the cost of any move against its benefit.
How will I know how my portfolio is doing?
We give you clear reporting, so you always understand where you stand and why. The goal is a view you can actually read, not a statement you have to decode.
Can you work with me if my family lives across the country?
Yes. Through our virtual family office, we monitor and meet with you wherever you are, with the same level of service as meeting in person.
Is portfolio monitoring the only service you provide?
No. Monitoring is one part of a coordinated plan. We also handle investment research, risk management, tax planning, and more, so the pieces work together instead of in isolation.
Direct Services
Investment Risk Management
Identify and mitigate portfolio risk through every market cycle.
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In-depth analysis of opportunities aligned with your long-term goals.
Learn MoreEducation Planning
Tax-efficient strategies to fund education without disrupting your plan.
Learn MoreRetirement Planning
A sustainable income strategy for the retirement you've worked toward.
Learn MoreCharitable Planning
Maximize philanthropic impact while optimizing tax advantages.
Learn MoreGenerational Planning
Preserve and transfer wealth across generations with purpose.
Learn MoreOrganizing Your Plan
Bring clarity and structure to your complete financial picture.
Learn MoreLiaison Services
Tax Planning
Coordinate tax-smart strategies across your full plan year-round.
Learn MoreCybersecurity
Protect your financial accounts from evolving digital threats.
Learn MoreEstate Planning
Ensure your assets and legacy transfer exactly as intended.
Learn MoreInsurance Planning
Evaluate coverage gaps and optimize protection for your family.
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