Your Investment Policy
The range of investment options available today are simply staggering. The days of putting your portfolio on autopilot are long gone. Investors must now choose from thousands of different investment choices with many different assets classes and risk levels. This is why we developed our proprietary 5-Point investment process below.
The WealthTrak Managed Account is a discretionary asset management account that allows us to pro-actively manage your account. Here is a look inside our investment strategy.
The recent turmoil in the worldwide financial markets has reiterated the need for diligent risk management. Our WealthTrak managed account strategies allow us to more effectively monitor the risk level in the market. When our WelathTrak-TrendLine indicates the risk is too high, we have the capability to take action to try to mitigate that exposure on your behalf.
As investment analyst Louise Yamada said, “There are two kinds of losses. A loss of capital and a loss of opportunity; but there will always be another opportunity if you protect capital.” We are very conscious of trying to protect your money during times of anticipated negative volatility. That way, we will have capital to invest when new opportunities arise.
We are excited about the opportunity to serve you. We believe this partnership will help design a plan to achieve your investment goals while offering the personalized service you’ve come to expect.
Asset Classes and Sectors
Using our WealthTrak managed account, you’ll gain access to a broadly diversified group of asset classes and investment sectors. Since our worldwide economy is dynamic, this group of investment options changes on a regular basis. We are continuously monitoring the investment landscape to try to identify long-term trends. Here are examples of asset classes and investment sectors that are part of our investment process.
- Preferred stocks
- Large capitalization stocks
- Emerging market securities
- Market neutral strategies
- Convertible bonds
- International bonds
- Treasury Inflation-Protected Securities
- Municipal bonds
- High-yield bonds
- Corporate bonds
- Real Estate (Domestic)
- Real Estate (International)
- Government securities
- Precious metals
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk. No strategy can assure a profit or protect against loss.