Our investment philosophy emphasizes protecting and sustaining our client’s wealth every bit as much as growing their assets. We utilize an integrated approach characterized by flexibility, comprehensive analysis and discipline. AWM employs state-of-the-art research and tools to develop diversified portfolios that maximize investment success, minimizing risk and provide the greatest probability of attaining your financial goals.
Once we understand your situation thoroughly, we employ our own proprietary asset allocation models to determine the optimal mix of investments for your portfolio at any given time, while considering both your risk and return needs and prevailing market opportunities. We may also adjust your holdings periodically to reduce your exposure to risk or to benefit from investment opportunities.