Asset Management &
At Worth Asset Management, we structure wealth management strategies targeted toward long-term growth and strategic risk management. Using the proprietary process and disciplined approach, Worth Asset Managers can capitalize on market opportunities that provide growth throughout all economic cycles – both up and down.
Investment portfolios are managed by Worth financial advisors that share your vision and goals. As a wealth management firm, we provide unbiased investment advice on assets that benefit your unique circumstances.
As a fiduciary, our asset managers are duty-bound to place your interests above their own. And, because they do not represent specific products, they are motivated by helping your account grow.
Investment Focus & Process
We focus on low-cost, efficient financial instruments such as Exchange Traded Funds (EFT) and individual securities poised to increase in value. The selection process includes sectors such as real estate, technology, healthcare, foreign countries, energy, and bonds.
Investment vehicles are researched and screened based on a stellar performance of fundamentals, and quantitative analysis of reward/risk measures. And, we offer a wide variety of vehicles, including an exchange-traded fund portfolio, stock portfolio, or a combination.
Portfolio Management Approach
Our portfolio management style is different from other asset and
portfolio management styles. Other firms invest based on their clients’ ages and invest heavily in equities when a client is younger, for example. Or these firms use ‘buy and hold’ strategies without regard to changes in economic or market conditions that could result in significant losses that may be difficult to recover.
Utilizing a disciplined and tactical management strategy enables our expert asset managers to protect profits and minimize losses. And, as independent advisors untethered to specific products or solutions, you can be assured your portfolio is engineered to work for your unique circumstances.
Predicting the future direction of the market based on a myriad of data is impossible. We advise our clients using a disciplined, goal-oriented investment strategy based on a proven track record and a
tactical portfolio process.
