The wealth advisors at Waller & Wax will provide you with an investment strategy that is aligned with your goals, your tolerance for risk, and our outlook for the financial markets. We maintain a long-term perspective to help ensure your investments are maximized over time and planned for well into the future. We will regularly analyze and review the portfolio performance with you as well as how your changing financial situation and goals may lead to potential changes in your investment strategy.
PORTFOLIO, RISK, AND INVESTMENT MANAGEMENT
Our investing process centers around five steps:
Portfolio Review and Maintenance
Once your portfolio has been executed, it is imperative that it be monitored to ensure your assets are being appropriately managed. We conduct a thorough and ongoing review process to manage your accounts, evaluate contribution rates and investment allocations, process any required minimum distributions, update necessary information, and complete any asset movement requests such as account consolidations, withdrawals, and rollovers.
We coordinate regular reviews with you to keep you informed at all times of how your portfolio is performing and provide analysis behind recommendations for portfolio improvements.
*Diversification and asset allocation do not ensure a profit or protect against a loss. Investing involves risk and you may incur a profit or loss regardless of strategy selected.