Asset Management Overview
Wealthview Capital provides fee-only discretionary asset management to a broad array of clients throughout the United States. We create broadly diversified portfolios aimed at tracking the overall market's performance with minimal costs. Since the majority of actively managed strategies consistently fail to beat their respective benchmarks, we choose to focus our attention on identifying securities that are highly correlated to their benchmark and then blend those securities into low cost, diversifed, tax-efficeint portfolios. Simply put, too much money and energy is being wasted in pursuit of "relative" performance.
We will professionally manage your account within stated parameters you determine. To use a sports analogy, you are the team owner and we are the coaching staff hired to pursue your goals. The players are the various investment options available to your plan. As coaches, we will make the day-to-day tactical decisions needed to implement your plan.
Portfolio management and goals-based planning is combined for our wealth management clients. For institutions and high net-worth investors with over $5million we offer asset management as a stand-alone service.