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WealthTrust-Arizona
Portfolio Management...
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The most effective
investment portfolio begins with a written plan.
At WealthTrust-Arizona, your plan will define your
objectives for all aspects of your present and future
financial life. In addition, it will lay out a thoroughly
researched investment strategy including an asset allocation
designed to achieve your goals.
Investment Process
1. Clarify the Client's Current Situation
Collect and assess relevant financial data
and explore and understand each client's values,
lifestyle and attitudes
2. Asset Allocation*
Asset allocation is one of the most important
factor in achieving successful investment results.
Based on Nobel Prize winning Modern Portfolio Theory,
our asset allocation process begins with the evaluation
of each client's individual goals and objectives.
We consider:
- Liquidity Needs
- Time Horizon
- Tax Issues
- Return Expectations
- Risk Tolerance
- Asset constraints
Your asset allocation will consistently
seek appropriate diversification as we regularly monitor and adjust
your portfolio's allocation to adhere to your written investment plan,
3. Develop Investment Policy
We will provide each client a written investment
policy presenting our specific recommendations. We will identify barriers
that might impact the achievement of financial goals and offer solutions for
any gaps or weaknesses we uncover in our comprehensive review and analysis.
Implementation will not occur until you understand and endorse your written plan.
4. Investment Policy Implementation
In addition to our proprietary managed
equity and fixed income strategies available through our WealthTrust, LLC
affiliation, our clients enjoy an open architecture platform providing access
to other external institutional managers and investment strategies including:
- Specialty Equity Strategies - We actively
search for outstanding investment talent in strategies
and sectors that complement a traditional portfolio as
a way to bring additional value to our client's investment strategies.
- Alternative Investments - We provide access
to alternative investment strategies such as real -estate, managed futures.
private equity, and other alternative strategies.
5. Regularly Review, Monitor and Revise
We consistently monitor our
client's progress to enhance the achievement of their
investment and planning goals. Regular meetings with
our clients are essential to review any changes in life
or economic conditions and revise their written plan accordingly.
*No investment strategy, such as asset
allocation or diversification, can guarantee
a profit or protect against loss in periods of
declining values.
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