Putting uncertainty in its place.
Ask any investment professional what the market’s going to do in the next year. If they’re honest, they will tell you they really don’t know.
We focus on what you want your assets to do for you. Then, we create a custom strategy that seeks to give you a reasonable chance of achieving your objectives. If you’re like the majority of our clients, that means coordinating your assets and investing your money with the objective to grow sensibly without unnecessary risk.
Our approach is long-term and tax-efficient. It’s thorough, too. Our firm’s open architecture provides access to institutional level investment management and products, research, and trading services.
We’re proud there are no minimum account size requirements at WealthBuilders. This ensures any investor can get started building wealth – and supports our purpose of championing each client’s prosperity goals with passion, imagination and collaboration. We’re capable of accommodating virtually every imaginable account type, from simple CD’s to IRA’s to company retirement plans. Trust management is also available through the Private Trust Company N.A., an affiliate of LPL Financial.
We listen closely to your perspectives, always respectful of the fact that it’s your money, not ours. If you want to confidently pursue your financial future, let us show you how. That’s our job, and we do it well.
Our investment principles
Our role as investment advisor representatives is to bring a high-level of expertise to the management of your portfolio. We are professionals willing to propose and make choices in difficult market environments. We make these choices with client’s best interests at the forefront. We ask — and answer — difficult questions, seeking to understand new trends and make sense of all data.
And, we aim to do so in a way that is understandable to you and personalized for your objectives.
Our goal is to make sound capital allocation decisions, investing to earn the highest rate of return while minimizing and controlling risk, costs and taxes. To this task we apply research, judgment and skills honed over many years and market cycles.
We believe that a successful portfolio does not depend on the return of any single investment or idea, nor upon choosing the best time to buy or sell. Rather, the key to a sound strategy lies in choosing the right combination of assets as you work towards achieving your long-term goals. We strive to ensure your long-term success by continuing to build and improve a process over time.
We recognize that investing requires an ability to deal with uncertainty. Setting a prudent long-term strategy helps investors cope with short-term market fluctuations.
We believe globally-diversified portfolios with low investment costs are the best way to manage risk and pursue market returns.
We focus on allocating among asset class alternatives, as well as determining when to employ active or passive management strategies.
Finally, we continually monitor the markets and evaluate where to pursue risk-adjusted returns. As a result, we may shift the asset allocation from time to time as opportunities arise.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.