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Full Service Wealth Management
Full Service Wealth Management offers all the benefits of working with a dedicated financial advisor with the modern conveniences afforded by using the latest technology. Clients have unlimited access to our offices for in-person meetings and we are available to meet out of the office when necessary. Our aim is to provide concierge level service at an affordable cost while delivering accurate and dependable advice.
In addition to financial planning, the service includes, but is not limited to, four popular advisory asset management options:
Strategic Core ETF Series:
The Strategic Core ETF Model series utilizes ETFs to build ten different models with varying risk profiles and asset mixes. The models are designed with low-cost, tax-efficient index ETFs using an index investing approach in line with the Modern Portfolio Theory. The models are rebalanced according to asset drift. The Strategic Core ETF Series is best suited for investors who desire a full-service client relationship model but want to keep costs to a minimum.
The Tactical Series Models are designed with the support LPL Financial Research but also incorporate best ideas from many other outside research analysts. The series incorporates a target risk management philosophy, emphasizing respective investment objectives: income, balanced, growth & aggressive growth. The models are primarily composed of ETFs but may also use open-end mutual funds, closed-end funds and individual securities. The Tactical Series is appropriate for value minded clients seeking a more sophisticated asset allocation.
Custom portfolios are designed from the ground up specifically for the client’s situation, which may involve the use of any number of securities. Like with the Tactical Series, we use research guidance provided by LPL Financial Research to construct portfolios, but also include guidance from additional analysist to build a consensus. This option is best suited for high-net worth clients with specific investment objectives and more complex asset configurations.
SmartVestor Pro Mutual Fund Series:
Available through your local SmartVestor Pro representatives, National Wealth Management Group maintains and monitors a series of mutual fund allocations dedicated to the the investment philosophy advocated by Dave Ramsey. Leveraging the research tools and personnel available to NWMG, we identify mutual funds with consistently superior track records, tenured management teams and below average costs for each of the respective categories:
- Growth with Income
- Aggressive Growth
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of NWMG or LPL.