INVESTMENT MANAGEMENT

We live in a world where global information travels at the speed of light; where there are many investment opportunities which need research and validity. Many promise the potential for reward. At von Adelung Wealth Management we believe selecting the right combination of these opportunities is an ongoing challenge. Financial independence is a complex and confusing process for even the most experienced investor. Von Adelung Wealth Management has the time, knowledge and resources to pick the good, sound investments from the bad.

All investors want a different investment approach; one that takes their portfolio to the best possible performance with the least amount of risk. It is not how much you make in performance, but how much you keep for your retirement savings. Our portfolio management seeks to preserve and potentially grow your wealth.  To accomplish this, we seek to deliver superior returns, with the highest level of personalized service and professionalism. What makes us different is our high level of service and attention to personal emphasis. We build our services around you and your goals. Your portfolio is designed for your unique situation and as your needs change, our ongoing management process ensures that your investment portfolio evolves with you.

Through personal consultations and our ongoing quarterly meetings, we monitor an investment policy based on your ongoing objectives, time horizon, risk tolerance and tax situation. We also have an ongoing asset allocation which changes as markets change. This allocation strives to maximize your investment returns relative to your risk tolerance through the carefully diversified allocation of your investments.

Your asset allocation is implemented by investing in a diversified portfolio of high quality securities such as stocks, bonds, ETFs and mutual funds. The portfolio is monitored on a daily basis to ensure that it remains consistent with your asset allocation needs. (Diversification and asset allocation neither assure a profit nor guarantee against loss in a declining market.)

It is our firm’s policy to contact all our clients each quarter for performance updates.

For every client we create an investment policy statement. This IPS outlines client objectives, time horizon, target rates of return, risk tolerance, and their portfolio allocation.