We know that the very best investment strategies—those used by leading corporations, for example—should be accessible to individuals. To people like you. So through our process, we provide you with access to money managers we believe have superior investment talent and access to the same expertise in research and portfolio design as many of the world’s largest and most sophisticated investors.
Asset classes, multiplied for a smoother ride
Why your asset class mix is critical. Different asset classes have different risks and returns. Investing in a single asset class is risky when you consider that no one asset class has consistently outperformed on a regular basis. The most widely accepted way to help reduce the risk of investing is through diversification—spreading your money among a variety of investments, as opposed to just one. That’s why it’s critical to incorporate multiple asset classes into your portfolio.
We manage managers to bring you best-of-breed investments
No one knows managers like Personal Wealth Management. Our goal is to provide consistent, above-average returns. Our research strives to identify the best combinations of top money managers and mutual funds to use in our models. We actively monitor about 23,000 managers and funds worldwide, of which, a small percentage earn our “hire” ranking.
Built for consistent returns
Leading money managers rarely consistently perform well. That’s why we thoroughly and continually analyze money managers. We separate the good from the lucky and rule out those with inconsistent strategies. We only pick money managers we believe have superior investment talent. These selected managers are specifically designed to work together to deliver more consistent returns no matter which asset class or investment style the market favors at any given time.
Take action today
If you’re like us, you take your physical health very seriously. Much like a visit to a doctor for a second opinion on an important health issue, a portfolio review could prove to be a life-saving decision to your financial well-being.
To make an appointment for a portfolio review, please call Jamie Weil, CFP® or Jim Montalto today at (866) 493-8982 or email at email@example.com or firstname.lastname@example.org.
CERTIFIED FINANCIAL PLANNERS
Choosing a financial advisor may be one of the most important decisions you make for yourself and your loved ones. As CERTIFIED FINANCIAL PLANNERS ™, Jamie Weil and Robert Bird can provide you and your family with guidance over your lifetime, or work with you to address specific concerns as needed. A CFP® can play a central role in helping you meet your life goals and achieve financial well-being.
Why You Should Choose a Certified Financial Planner Practitioner
Personal Wealth Management will play a leading role in coordinating the efforts of multiple professionals including your CPA, attorney, trust officer and others in creating an effective wealth management plan.
Research indicates there are 13 wealth management issues that are critical to the financial well-being of families like yours. We take a disciplined approach to addressing these issues to help create and grow wealth, protect and preserve the wealth you have, transfer excess wealth during a life, and pass wealth on through your estate at your death.
If you don’t know where to begin, look no further. Contact us today to learn more about how these issues may affect your family’s financial future.
Toll Free: 866-493-8982