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Investment Management & Planning

It may be the time and attention needed to manage a portfolio, or perhaps it’s the expertise that today’s 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.

Our 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

• Mutual Funds
• Stocks and Bonds
• Managed Accounts
• Private Money Managers
• Hedge Funds
• Traditional IRA and Rollover
• Roth IRA
• Educational Funding
• Annuities- Fixed, Variable, Indexed
• 401(k) investment alternatives

    

©2004-2017 The Physicians Wealth Management Group (R). All rights reserved.

Securities offered through Kestra Investment Services, LLC (Kestra IS) Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) .

Kestra IS and Kestra AS are not affiliated with The Physicians Wealth Management Group.

 This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 512-697-6000.

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