Portfolio Manager

Company Description TAVO Wealth, LLC is a national advisory firm with home offices in Denver, Houston, and St. Louis, focused on managing and coordinating complex, multigenerational wealth. The firm is led by a cross-disciplinary team of Certified Financial Planner® professionals and attorneys who deliver integrated planning solutions rather than fragmented advice. TAVO Wealth serves multigenerational families, business owners, community leaders, and executives by addressing tax, estate, cash flow, investment, insurance, succession, and philanthropic challenges. Solutions are translated into clear, prioritized action steps for clients to implement. The firm operates under strict compliance standards, with all public communications treated as advertisements and investment advice provided only within formal advisory relationships. Role Description The Portfolio Manager is a full-time, on-site role based in Greater Houston, responsible for overseeing client investment portfolios and contributing to TAVO Wealth’s broader wealth management strategies. This role includes designing and implementing portfolio strategies aligned with client objectives, risk profiles, and multigenerational planning needs, as well as monitoring performance and making allocation adjustments as market conditions evolve. The Portfolio Manager will conduct investment research, evaluate securities and managers, execute trades in accordance with firm guidelines, and ensure adherence to regulatory and compliance requirements. Day-to-day responsibilities also include collaborating with planners and attorneys on integrated client solutions, preparing portfolio reviews and reports, participating in client meetings to explain investment positioning and performance, and supporting business development efforts by contributing to investment content and presentations. #J-18808-Ljbffr The Georgia Society of CPAs