100+ years of combined experience
Stock research lead by a PhD and former Dean of Finance, with a US Patented process
Fixed income, asset allocation and economic research lead by a team of CFAs
AIWM portfolios are both academically proven and time-tested. Using a patented approach to equity management, called Strategic Active Equity, we utilize a team of equity analysts lead by Dr. Tom Howard. Rigorous research from leading academic institutions like Harvard, Yale, Oxford and the University of Denver, among others, to give our clients direct access to high-quality, actively-managed stock portfolios.
Building a superior portfolio isn’t easy. We have as a resource an experienced team of Chartered Financial Analysts who perform hands-on research and on-site visits to identify investment managers.
Asset allocation and diversification do not ensure a profit or protect against loss in a declining market. Investment strategies have inherent risk factors and there is no assurance that any investment strategy will be successful. Non-traditional investments or alternative investments involve specific risks that may be greater than those associated with traditional investments. Investors should consider the special risks including illiquidity, speculative strategies such as leverage and commodity price volatility, increased expenses and tax considerations before investing.
Our wealth management approach may be different from experiences you have had with other advisors. We devote time to a discovery process that helps us understand your values, goals, and relationships. We design an investment plan and recommendations based on your unique needs.