At The Wealth Consulting Group, our approach to prudent asset management combines a high level of personal attention with access to an industry-wide universe of financial products and services, including model portfolios, exchange-traded funds (ETFs), mutual funds, individual stocks, annuities and alternative investments.*
We follow a core-satellite approach to asset management. In today's rapidly changing world marked by economic uncertainty, we believe that prudent investing requires a proactive approach to managing, growing and preserving wealth. With an emphasis on appropriate asset allocation, our core portfolios seek to manage risk through a method called modern portfolio theory (MPT). MPT is employed by many institutional managers for endowments, pension funds and other highly regarded institutional investors.
The Personal CFOs at The Wealth Consulting Group adhere to a disciplined investment planning process that includes the following steps:
The Wealth Consulting Group offers asset allocated model portfolios that are customized to individual client needs.
In addition to a regular monthly account statement, The Wealth Consulting Group provides a quarterly performance report to help you track results.
Our model portfolios are comprised of a mix of mutual funds, ETFs, stocks, bonds, UITs and separate account managers. The composition of each portfolio is dependent on the client’s personal goals and objectives for the account. The model portfolios utilize a fee-based approach to asset management. Your asset management fee covers all trading, administrative and investment advisory fees for your accounts.**
*Alternative Investment Strategies include hedge fund strategies, private equity, managed futures vehicles, structured products and real estate investment trusts (REITs).
While the process of diversifying your assets across multiple asset classes can help to reduce overall risk, it does not eliminate market risk. No strategy ensures a profit or protects against loss. Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results.
**12b-1 fees and/or transactions may apply.