Investment Management

Even if you don’t have thousands of dollars to invest, simply taking the time to decide where to put the money you do have can be extremely beneficial! With so many investment choices out there, having a process, up-to-date information and expert advice that takes your specific goals into account is essential. However, it can be complex and overwhelming. Creating and preserving wealth requires diversification and a long-term strategy.  Take the pressure off yourself and let us simplify your financial planning process by creating your customized investment portfolio.


Customized Asset Management Designed to Preserve Wealth:

Studies show that approximately 80% of portfolio returns are derived from asset class and sector selection, while only 20% of returns come from individual product selection. (Source: At Wealth Strategies, LLC , we are mindful of this concept 100% of the time, because the more attention we pay to asset classes and subsectors, the better we can assist with optimizing risk-adjusted returns for your portfolio.


Our Proprietary Process Works for You:

Our approach to asset management is called Fusion Analysis. It’s a fusing of three methodologies: fundamental research, technical research, and behavioral science. On a daily basis, we are able to reallocate asset categories, track manager performance, negotiate pricing, and customize preferences for all investor portfolios. We continually search for the best ways to balance investors’ desires for growth with the need to minimize risk and reduce volatility, taking an offensive or defensive posture as conditions dictate. We believe it’s more important to avoid the big dips than to chase the high flyers.


Ready to become a Confident Investor?



*Investing involves risk and the possible loss of principal. Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.