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