Working with your financial advisory team, our Investment Management team aims to help ensure that your money is invested where it has the best chance to perform — at a risk level you’re comfortable with.
Our investment philosophy is based on four key principles:
We seek to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors.
Limit risk overlap among asset class
Help protect against losses and minimize the chance one investment alters your future in a negative way
We consistently monitor 70+ global markets to assess market risks, rebalance when appropriate, and take advantage of opportunities.
Leverage Nobel Prize-winning research that shows markets are relatively predictable over 3-5 years
Seek to avoid bubbles and find opportunities
Our scale allows us to negotiate lower-cost investments with our custodians and investment managers, and we pass those savings along to you.
Lower transaction, clearing and custody fees compared to usual rates for individual investors
Pay for what truly adds value: financial planning and ongoing advice
We believe that controlling tax liabilities is the most certain way to improve returns.
Increase after-tax investment returns
Lower taxes through strategic asset location, tax loss harvesting, other advanced planning strategies
As a Registered Investment Advisor (RIA), Wealth Enhancement Advisory Services has a fiduciary responsibility to our clients, meaning that you can rest assured that any products or services we offer are in your best interest.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Trust services offered through Wealth Enhancement Trust Services, LLC, a trust company chartered under South Dakota law. Wealth Enhancement Group, Wealth Enhancement Trust Services and Wealth Enhancement Advisory Services are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
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