Advisor Asset Management

Investment practices that stand the test of time

Each client works with our team of experienced professionals to create an individualized investment policy statement (IPS) outlining the details of their goals, risk tolerance, time horizon, income requirements, and any extraordinary circumstances. Once an IPS has been established, our team builds an asset allocation model that best fits the client’s objectives and uses strategic asset placement to invest the capital.

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Hand selected portfolios for individualized asset allocation strategies

Comprised of +/- 50 individual large capitalization stocks

This strategy's objective is to match the returns of broadly-used benchmark S&P 500 Index but with substantially less risk/volatility. Taking an industry sector approach, we overweight and underweight certain sectors based on our economic outlook. After determining how much weight to allocate in each sector, we invest in stocks from those sectors accordingly. Fundamental analysis forms the basis of our stock selection though we do use technical analysis to help in determining the buy and sell points of certain securities. Call writing and put selling option strategies complement this growth and income portfolio well and can augment income and total return.

This portfolio invests in 25 stocks from the Dividend Aristocrat Index

To be selected as one of the illustrious 25 the security must be found within the Dividend Aristocrat Index (an index comprised of approximately 65 stocks, all of which have paid and raised their dividends for 25 or more years consecutively). This portfolio is more quality and income-oriented as the focus is on companies that have had the proven wherewithal to pay and increase their dividends for 25 years or longer. Such companies are traditionally steadily growing companies, as opposed to developing companies experiencing higher growth rates.

Asset-class based portfolios for long-term results

When investing, asset class allocation is the primary determinant of long-term results. Two typical asset classes one might invest in are stocks and bonds. We offer over ten asset-class based portfolios for clients who want to take advantage of the low-cost opportunities available to investors today through ETFs (exchange traded funds) or via actively managed mutual funds. These ETF and Mutual Fund based portfolios are also instrumental in many of the 401(K) plans advised by Westminster Financial.

Diversified global economy niches

This portfolio uses sector ETFs and proactive sector-allocation management to take advantage of the economy’s various sectors and industries. Sector ETFs give our clients diversified low-cost exposure to equity markets while our investment management team makes opportunistic decisions to allocate to certain sectors as they outperform other areas of the economy based on the market cycle.

Comprised of +/- 15 of the Dow Jones Industrial Average Stocks

This approach is based off the simplistic Dogs of the Dow process. We look to own +/- 15 of the Dow Jones Industrial Average’s 30 stocks in this portfolio. The 15 stocks typically have the highest dividend yield among the constituents of the venerable 30 stock index. Call writing and put selling strategies work well to augment cash flow and total return in this growth and income-oriented portfolio.

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weekly investment strategy call
Tuesdays @ 8:30am EST

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Investment practices that stand the test of time

Hand selected portfolios for individualized asset allocation strategies

Join us for our
weekly investment strategy call
Tuesdays @ 8:30am EST

Send us a message

Investment practices that stand the test of time

Hand selected portfolios for individualized asset allocation strategies

Join us for our weekly investment strategy call Tuesdays @ 8:30am EST

Send us a message

Join us for our
weekly investment strategy call
Tuesdays @ 8:30am EST