5 Key Advantages to Wealth Management Outfitters, LLC
1. Flexible Investment Approach with Risk Management for added Protection
Unlike some money managers and many mutual funds that focus on market categories only and who stay fully invested regardless of market conditions, we have Portfolios in Three Risk categories:
2. Asset Allocation Management, Tactical Management, and Diversifier Management.
While most managers typically just invest in asset classes that may move in and out of favor, we can adjust your investment strategy depending on your personal objectives through these three types of management. Asset allocation managers stay fully invested and adjust to market risk by moving among investment categories. Tactical managers have systems and processes in place to reduce risk and will move assets to low risk or cash investments if their model shows a pending correction. Diversifier managers are also tactical but they invest to protect down side as their main priority.
3. Competitive, Transparent Fees
We are independent brokers and work for your needs and benefits, not those of a large company. Unlike with many brokers, our incentive is not to “churn” your account since we don't earn commissions on trades. We simply charge a fee based on assets under management, which aligns our incentives with our clients' best interests.
4. Direct, Proactive Customer Service
With us, you're not simply another account number. You'll hear from us regularly, and not because we have some new product to sell. Our goal is to help you understand exactly what is going on in your account and why, so you feel comfortable with your portfolio.
5. Established Performance History
Our Investment portfolio manager partners have long track records and are recognized as some of the top managers in the business.