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Investment Management

Our goal is to help you preserve and protect what is most important to you and your family. Our investment philosophy centers on managing your assets proactively, making tactical adjustments to investments 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 and very different from the traditional “buy and hold” approach employed by many advisors. 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 using diversified, risk-appropriate portfolios designed for growth and capital appreciation.
  2. DEFENSIVE STRATEGY: A defensive strategy, by contrast, reduces your exposure to market risk, working to protect you from undue volatility while seeking to limit damage, so that you can continue to make progress when conditions turn positive again. Tactically employed cash, short-term fixed income 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 can 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 the best results possible for you.

As an independent investment services firm, WMG 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
  • Cash and money market funds
  • Municipal, treasury and corporate bonds
  • Domestic and international stocks
  • Mutual funds
  • Fixed and variable annuities
  • Strategic Asset Management (SAM)
  • Model Wealth Portfolios (MWP)
  • Exchange Traded Funds (ETFs)
  • Alternative investments*

Strategic Asset Management & Model Wealth Portfolios are offered through LPL Financial.

*Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes and potentially illiquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Tactical allocation may involve more frequent buying and selling of assets and will tend to general higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.