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Wealth Management Our wealth management process involves a thorough, precise and disciplined approach to investing. Your investment plan is based on your needs and customized to your goals and risk tolerance. Examination We begin by identifying, quantifying and prioritizing your investment goals. We determine and articulate short-term, intermediate-term and long-term objectives. These goals are based on your personal needs, time horizon, liquidity preferences and risk tolerance. Customization We tailor each portfolio to meet the unique needs and goals of our clients. We plan a comprehensive investment strategy for your portfolio that takes into account our analysis of current market and global economic conditions. Our investment professionals will select and monitor portfolio managers, who each specialize in a specific investment style, for your portfolio. We always use careful risk analysis with each investment we make, recommending only those investments that are appropriate for your risk tolerance level. We believe it’s important that you are comfortable with your portfolio. Diversification We diversify your portfolio globally as well as by investment style, industry, and asset class. By combining the benefits of professional wealth management with a customized asset allocation strategy, we help you minimize risk while maximizing opportunity for reward : A wide selection of different fund families. Families include: Fidelity, American, AIM, Oppenheimer, Putnam, etc... Various fixed and variable annuities for investing and tax sheltered growth... Annuities include: Nationwide, America Select, American Legacy, Union Central etc... We provide full service brokerage opportunities through Fidelity's brokerage house-National Financial Services, LLC. This includes the purchase and sale of Stocks, Bonds, and Limited Partnerships. See our Links Page for more sources |
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Licensed for Securities Sales in California. Licensed for Insurance Sales in California.
CA Insurance LIC: 0504164
The Information in this website is for information purposes only and is
not intended as an offer of services or a solicitation of sales in any jurisdiction
where we are not licensed or the products described are not available.
Representatives of AIC do not provide tax or legal advice.
Please consult your tax advisor or attorney regarding your situation.
Securities and Advisory Services offered through Ameritas Investment Corp.(AIC). Member FINRA/SIPC.
AIC and David White & Associates are not affiliated.
