Supported By Disciplined Investment Strategy
We take our time in the beginning to better understand your goals, return needs and tolerance to market volatility. After we are comfortable with your needs, we recommend an investment portfolio that aims to deliver on your needs.
Utilizing state-of-the-art investment platforms and our in-house, independent, institutional research — our investment process is disciplined, rigorous and independent. We have a deep understanding of the markets and investments with over 25 years' experience in the investment industry.
We take investment research seriously.
A Core / Allocation / Tactical Strategy
- Tactical Investment Opportunities
- Strategic Asset Allocation
- Income Investment Allocation
Our investment process follows a "Core/Process" strategy. At the heart of all our investment portfolio's is our DAHR investment strategy. It focuses on investments that have historically had a strong track record of growing income, capital appreciation and lower market risk.
We then continue to diversify our portfolios using asset allocation strategies and tactile opportunities based on our client's needs in an effort to help minimize costs, tax liability and volatility.
This portfolio construction process is designed to allow the flexibility to adjust to changing marketing opportunities and conditions when warranted. While still providing a strong foundation for long term growth and income.
Past performance is not guarantee of future results. Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.