Investing With Us
At Wealth Teams Solutions, we manage markets, not stocks. We believe that investing can either be a gamble or a science, and we prefer the latter. We use research and science to help our clients maximize the probability of reaching their financial goals.
We have found that clients want an advisor who will listen carefully to them, help them define their financial goals and objectives, and then help them achieve their vision. We do this by looking at cash flows, liabilities and planning options. Our approach includes economic modeling of various choices to determine the optimum outcome.
Our investment process is based on three core beliefs:
- THE PLAN DRIVES THE PORTFOLIO
- Pursuing superior returns is not an end in itself. We believe that investing only makes sense in the context of a written plan. Understanding what a portfolio will be used for dictates how it should be invested.
- STRUCTURE DRIVES RETURNS
- Academic research has shown that portfolio structure, rather than the tactical shifts associated with conventional management, drives the performance of portfolios. We believe that the best way to add value over benchmark returns is by structuring portfolios around the dimensions of expected returns.
- CONSISTENCY MATTERS
- By focusing on what can be controlled – namely, portfolio allocation, diversification, reducing expenses & turnover, minimizing taxes, and managing emotions – investors will dramatically improve the probability of reaching their objectives.