Portfolio Management

Portfolio Management

You’re a family of 4. You take two vacations a year around the summer and winter breaks. Typically, you look for vacation packages 4-6 months in advance to get the best deals. Occasionally you fly within the U.S. for a family celebration. Does this sound familiar?

The Portfolio Management Plan will take those same travel goals, but help you get there with miles and points.

Tell us your travel goals and how you budget throughout the month and we’ll work with you to make a comprehensive plan for your credit cards, where to spend using what card to maximize all your purchases and ultimately help you in actualizing your travel goals.

The Portfolio Management option is ideal for those who want to develop a long term (18-24 months) credit card and award redemption strategy.

The world of miles is always changing. Let us be your constant.