Investment Management & Planning
It may be the time and attention needed to manage a portfolio,
or perhaps its the expertise that todays financial markets require.
Whatever the reason, many people are seeking advice from professionals for the
many decisions related to investments.
Even when you know where to invest your money, the process has
just begun. The rate at which the purchases are made, the execution of the purchase
transactions, transfers, account applications, tracking and monitoring are all
the day-to-day details required for implementation of your plan. At PWMG, our professionals manage
all of this for you.
As investment decisions are being implemented, we monitor performance,
evaluate new opportunities, assess trends and report on results. Our investment
management process keeps us in touch with you and abreast of the changes in your
life. Our professional team is available for discussions, to assist you with decisions
affecting your future and contingencies, should they be needed.
investment management fees are based on a percentage of invested assets and the
process includes the following steps:
- Analyze existing portfolio, sectors, weightings
- Determine objective, risk tolerance
- Analyze and evaluate investment opportunities
- Analyze asset allocation for tax efficiency
- Monitor performance
- Coordinate with estate, income, retirement, business plan
- Risk reduction services
- Implementation assistance
Stocks and Bonds
Private Money Managers
Traditional IRA and Rollover
Annuities- Fixed, Variable, Indexed
401(k) investment alternatives