Our goal is to help you prioritize and manage what is most important to you and your family. Our investment philosophy centers on managing your assets proactively, making tactical adjustments as markets change and opportunities arise. We are not afraid to change course mid-stream if we believe a shift in strategy will help you pursue your goals.
A personalized strategy aligned with your goals and timeline
Our strategies are unique to each individual as we customize and personalize each portfolio to suit the client's needs. We believe this sets us apart from the "passive" advisors in today's marketplace.
A proactive, tactical approach provides greater flexibility
Managing wealth requires a variety of flexible tactics for different environments and situations. We believe a well balanced portfolio consists of three distinct strategies:offensive, defensive and alternatives all working together to pursue your financial goals.
1. OFFENSIVE STRATEGY: A good offensive strategy works steadily toward your long-term goals. They use diversified, risk-appropriate portfolios that seek long-term growth and capital appreciation.
2. DEFENSIVE STRATEGY: A defensive strategy by contrast seeks to reduce your exposure to market risk. It works to position you away from undue volatility while seeking to limit damage in an effort to make progress when conditions turn positive again. Tactically employed cash, short-term fixed investments, or even insurance coverage can play this role in your portfolio.
3. ALTERNATIVE INVESTMENTS: The third key element is alternative investments, which do not usually react to the market in the same way as equities. Our knowledge and experience in using alternatives-including real estate and other specialized assets-is one of the factors that we believe makes us different.
Advantages of a tactical approach to today's volatile markets
By employing all three types of strategies tactically, as market conditions and your specific needs dictate, we strive to smooth out temporary volatility and help guide you toward your most cherished goals. And, like any experienced advisor, we keep our eye on the global markets and political climate, actively managing your portfolio to help pursue your desired objectives.
As an independent investment services firm, The Wealth Management Group has access to a full array of non-proprietary financial products and services as we work with you to help ensure your assets are strategically allocated, diversified and managed. We seek to create investment strategies tailored to your needs that may include:
- Cash and money market funds
- Fixed and variable annuities
- Strategic Asset Management (SAM)
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. No strategy assures success or protects against loss. Investing involves risk including loss of principal.