Our Approach

At Diversified Wealth Management Solutions, the investment goals that you have set are of the utmost importance to us. We are able to create and implement customized portfolios for each client based on what we know about them, taking into consideration the differences between each client’s time frame and risk tolerance. All of our clients are educated about the investment landscape, and we show them how having a mix of wealth and investment options helps to make their portfolio more tenacious.

The following are the steps that we use to analyze each client’s needs:

  • Suitability screening – We start the investment process by assessing the suitability of strategy. This includes analyzing their track record, exploring their investment policies, and reviewing their prospectus.
  • Diversification – Combining non-correlating asset classes is an effective way to decrease the volatility of the entire portfolio and aid in producing long term returns that are more stable than those of non-diversified portfolios.
  • Reallocation – As market trends and economies change it is often important to re-evaluate the asset allocation that you have in place. It may be beneficial to adjust your asset allocation in order to take advantage of the changing conditions.
  • Globalization – Seeing that the world is now a global marketplace, with everyone interconnected in one way or the other, maintaining a global investment portfolio is of tremendous importance.
  • Rebalancing – Employing a systematic and disciplined rebalancing strategy aids in protecting you from selling too high and buying too low.
  • Asset Allocation – Developing an effective asset allocation strategy will align your goals, time frame and risk tolerance and is a crucial component for developing an effective portfolio.
  • Alternative investment incorporation – Alternative investments have the potential to add another element of diversification to your portfolio by adding an asset that may be uncorrelated to the rest of your investments. Care should be used when considering alternatives, as many of them carry significant risk and a lack of liquidity.

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