It takes time and expertise to build wealth. You know this firsthand – whether you have started your own company, managed a successful career, or controlled family assets - you are a serious investor. You now want to grow and preserve these assets wisely. But you may be finding that managing your wealth requires more time than you have to spare.
A solution may be to hire a Professional Money Management team. This decision may alleviate concerns about handling complex financial matters in today’s rapidly changing investment environment.
Wayne R. Davies, CFP®, ChFC® is a licensed advisory representative of H. D. Vest Advisory ServicesSM. Recognized by Financial Advisor in its April 2013 issue as one of the top 20 broker/dealers in the industry, H. D. Vest offers its Advisors comprehensive investment solutions, dedicated home office support, and leading-edge technology. H.D. Vest remains the nation’s leader in the growing market for comprehensive financial planning services. As of January 1, 2014, more than 4,500 independent H.D. Vest Advisors collectively manage over $35 billion in assets and provide investment and tax advice for more than 1.8 million individuals and small businesses in all 50 states.
The foundation for the available Professional Money Management programs is the Modern Portfolio Theory - a revolutionary view of the market that illustrates how investment risk may be reduced by spreading investments in specific proportions among different categories. This strategic asset allocation approach to investment management is designed to help clients invest while helping to minimize the potential risk associated with routine market fluctuations. The developers of Modern Portfolio Theory, Harry Markowitz and William Sharpe, were awarded the Nobel Prize in Economic Science in 1990 for their contributions.