We provide Asset and Wealth Management advisement, as well as Tax Accounting and Preparation services.
With an institutional approach, an investor never buys or sells a security purely because its price is moving up or down. Fundamentally, it’s critically important to understand why a security is in your portfolio. Institutions use empirical data to analyze dozens of macroeconomic points of information while simultaneously evaluating their effect on the various asset classes within the financial markets. We feel this is the key to determining the most efficient portfolio allocation weightings for the next market cycle. Modeling and “back testing” of portfolios, allows for a more discerning look at history, in order to use the past as a guide to the future.
Institutional investors have long-term investment horizons and work within the framework of an investment policy statement, with a clear understanding of risk and reward. Constant analysis of current data reaffirms our convictions and keeps us from reacting inappropriately to price fluctuations, short-term volatility and CNBC “noise”. We believe if you can’t hold stocks, bonds or ETF’s for several years, you’re not a “short term” investor. You’re a speculator!
At WT Wealth Management, we feel that most commentary on the financial markets is tailored to speculators and traders, not investors. Constant “noise”, can contaminate the mind of even the most serious investor with speculative thinking. Our TimeBand approach to portfolio management keeps us focused on your long-term objectives while providing flexibility to capitalize on short term opportunities. Our role in portfolio management includes empowering our clients through education in order to avoid behavioral mistakes that make staying true to the plan a daily battle. By stripping away the mystery around modern portfolio theory, asset allocation and security selection strategies we reveal a sophisticated, flexible and disciplined approach that is academically structured and based on empirical data.
WE BELIEVE that every investor, large or small, deserves unbiased, uninfluenced, professional asset management.
WE BELIEVE asset allocation strategies should be established to meet the individual needs of each investor based on their time horizon, risk tolerance and retirement goals.
WE BELIEVE that limiting a portfolio’s downside is as important as maximizing its upside.
WE BELIEVE that investment returns should be delivered in a low cost, low turnover, tax efficient environment.
WE BELIEVE in transparency and that you have the right to ask questions, challenge our beliefs and receive forthright responses in those engagements.
