Does your current portfolio have the flexibility to support your needs today as well as your plans for the future? The answer to that question depends on your current age and when you plan, or hope, to retire but, the point is, your current plan requires monitoring and updates as time goes by and the investment environment evolves. Your advisor is the key to this process. It’s your advisor’s job to stay abreast of developments and recommend the most advantageous adjustments.
Your routine “reviews” conducted with your advisor are important to both of you: you can inform your advisor of changes in your life and your advisor can then plan accordingly. You and your advisor will make a great team!
Investment Supervisory Services
PWA offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. PWA creates an Investment Policy Statement for each client, which outlines the client’s current situation and then constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. Investment Supervisory Services include, but are not limited to, the following:
- Investment Strategy
- Asset Allocation
- Risk Tolerance
- Personal Investment Policy
- Asset Selection
- Regular Portfolio Monitoring
PWA will request discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction. Risk tolerance levels are documented in the Investment Policy Statement given to each client.
Services Limited To Specific Types Of Investments
PWA generally limits its money management to Mutual Funds, Equities, Bonds, Fixed Income, Debt Securities, ETFs, Hedge Funds, REITs, Private Placements, and Government Securities. PWA may use other securities as well to help diversify a portfolio when applicable.
Contact us today to learn more about what we offer.
