 |
|
Account Management
MW Investment Strategy Group provides portfolio management for individuals and families seeking to achieve essential long-term financial goals. Typical goals are meeting the expenses of sending a child or children through college, purchasing a first or a second home, ensuring that you'll have sufficient assets for a worry-free retirement, or providing for an estate.
Each client account - whether individual, trust, IRA or other retirement plan - is registered in the client's name at Charles Schwab & Co.
We employ a rigorously disciplined approach to portfolio diversification. Whether your goal is to grow your assets, or to preserve them, our investment philosophy is the same: a comprehensive approach to diversified asset allocation that allows us to reduce risk and achieve long-term returns. We seek to maximize portfolio value even further by drawing from a stable of carefully researched no-load, low-expense ratio, mutual funds. The funds in our roster are selected for superior investment discipline and a shareholder first philosophy.
|
|
