Investment Advisory

 

 

 

 

 

We follow a 5 step Investment Advisory Process that is designed to analyze and oversee your investments so you can focus on what is important to you: living your life.  Our process takes the emotion out of investment making decisions and can help keep you from making costly mistakes. We follow a disciplined Investment Management Process* defined by Industry Best Practices and the Center for Fiduciary Studies. 

 

Step 1- Analyze the Current Situation

 

Step 2- Diversify & Allocate Portfolio

 

Step 3- Formalize Investment Strategies

 

Step 4- Implement Investment Strategies

 

Step 5- Monitor & Supervise

 

Increasing your Success Rate

 

The majority of our time spent for our clients is in step 5: monitoring and supervising their portfolios. After we have customized an investment plan for you and implemented your specific investment strategies, we monitor your portfolio with our disciplined due diligence process.

 

Your Portfolio is continually monitored against your investment policy statement. The investments and money managers are supervised and tracked by their relative performance to specific benchmarks and to your targeted return.

 

Our process ensures that any portfolio adjustments have merit and are not based on market noise. It is this discipline that can keep you on track and help avoid costly market timing errors.

 

 

Investment Plan Coordination

 

Our ability to link client planning data with sophisticated economic, investment, and money management analytical resources enables us to provide a high level of service. We are able to design customized investment plans on a broad range of products and services-while providing fully enabled online information access.

 

 

 

 

We offer a variety of investment vehicles to help you work toward your goals:

 

- Professional and Institutional Money Managers

- Alternative Investments (For qualified individuals).

- Non-traded REITS - Oil and Gas programs

- Equipment Leasing

- Brokerage Accounts

- Individual Stocks, Bonds, and Mutual Funds

- Variable Annuities and Variable Life insurance

- 529 plans and other college funding vehicles

- Retirement Plan Design and implementation

- Qualified and Non Qualified plans

 

Contact WealthBridge Advisors today and plan to take control of your Financial Future

 

*Investment advisory services offered through LPL Financial