At the heart of Investment Consulting is our distinct 4-component methodology that helps us define and engage the role investments play in your wealth management plan. Combined in tandem with our wealth planning tools, we take pride in knowing that our unique Process is poised to help you achieve your Wealth Goals.
1. CUSTOMIZED WRITTEN PLAN
By defining what it is you want to accomplish, we can determine what it takes for you to be successful. Combining our wealthealth™ analysis alongside your personal risk capacity, we optimize risk and expected return to develop a written, tailored Investment Policy Statement. This document serves as our “compass” and assists in confirming our understanding of the goals and objectives, and guides the principles for which the recommendations are made.
2. EFFICIENT INVESTMENT DESIGN
We endeavor to capture the risks that we feel will generate expected returns, while minimizing the risks we feel will not. We do this through Smart-Location Investing™, global diversification, and an adherence to Modern Portfolio Theory. We do not recommend active “stock picking” and we do not speculate on future events by attempting to “time the market”.
3. DISCIPLINE & BEHAVIOR
An important piece is the discipline to “stay the course” on the agreed upon strategy we seek to efficiently design with you. Confidence can be placed in the notion that an appropriate “compass” is there to confirm the recommendations of the agreed upon strategy. If there is a feeling of uncertainty, we use it as an opportunity to reconfirm the suitability of the wealth management plan.
4. CONSISTENT MONITORING
To ensure your investments and plan stays on the track for success, we employ a consistent monitoring process. With our Investment Report Card™, we systematically review your underlying funds to see if there are better fits for your portfolio. In addition, as the market adjusts, your investment portfolio will periodically become “unbalanced”, naturally steering away from your target risk parameters. To get back on course, we establish certain parameters that will trigger a recommendation for rebalancing the portfolio back to the target asset allocation. Properly executed, rebalancing allows the opportunity to “buy lower and sell higher”, as well as ensuring that the investment portfolio is not unaligned with its target asset allocation. Through our Recommendation Report, we help guide the process for determining when to execute it.
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Wealth Management Advisors, LLC DBA Everwealth®, located in Tulsa, OK, is a Registered Investment Adviser under the Oklahoma Uniform Securities Act of 2004. We provide wealth management and financial planning services. Past performance is not necessarily indicative of future results. Investing involves risk, including the possibility of financial loss. Insurance-related business is offered through Riddle Financial Group, LLC, a separate company from Wealth Management Advisors, LLC DBA Everwealth. Please see our Disclosure section for important information.