Investment Management
Align Your Investments with Your Plan
We streamline your investments by organizing and managing your accounts in one secure, accessible platform. Our fiduciary expertise saves you time through professional management and ensures your portfolio seamlessly integrates with your comprehensive financial plan. Experience simplified money movement and access to institutional-class investments typically unavailable to retail investors.
Investment Management Solutions
Fiduciary Expertise
We are your fiduciary, acting solely in your best interest with investment selections aligned to your specific goals and risk tolerance. Our disciplined approach includes systematic monitoring and rebalancing to maintain prudent allocations. We provide steady guidance through all market conditions, while avoiding emotional decision-making that can derail long-term performance.
Time Savings
We initiate the time-consuming aspects of investment management, including research, monitoring, trading, and rebalancing, freeing you from these technical and administrative burdens. Our professional oversight eliminates the need for you to track market movements or worry about portfolio adjustments, giving you back valuable time.
Integration with Financial Plan
We ensure investments support your objectives through coordinated strategy implementation. Regular portfolio reviews align your investment approach with evolving life circumstances and goals, creating a dynamic, responsive investment experience that adapts to your changing needs.
Organization & Consolidation
We simplify your financial life by linking all accounts into a single centralized client portal, which eliminates clutter and provides organized access to statements, performance reports, and tax documents. A comprehensive view of your investment portfolio is available 24/7 through our secure website or mobile app.
Simple & Secure Money Movement
With our custodians, we establish secure connections between your bank and investment accounts for immediate access and seamless transfers. Our systems enable same-day deposits and withdrawals, scheduled contributions, and automated distributions, with institutional-level security protocols that protect your assets and financial transactions.
Our Custodians: Pershing and Cetera Investment Services
While a broker-dealer helps supervise and facilitate the trading that converts your money into invested assets, those assets are held by a custodian. Cetera Wealth Services works with Pershing LLC to custody investor assets in brokerage accounts and advisory accounts. Pershing is a subsidiary of the Bank of New York Mellon Corporation, which is the nation’s oldest continuously operating bank and one of the world’s leading providers of securities services. BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally.
Cetera Investment Services LLC serves as the IRA custodian on individual retirement accounts (IRAs), responsible for tax reporting and administering IRAs. Cetera Investment Services is an affiliate of Cetera Wealth Services, providing brokerage and other services to its own clients in addition to providing IRA custodial services to Cetera Wealth Services' clients. Cetera Investment Services must meet certain net worth and other requirements to be approved as a custodian, and is subject to regular audits, both internally and by independent firms, to maintain the approval.
Our Process
Our firm balances tradition and experience with innovation and forward-thinking to provide excellent strategies.
Who We Serve
We’re here to guide individuals, families and business owners as they pursue their unique financial goals.
Our Locations
Are you ready to feel confident in your financial picture? Contact WealthMetrix to see how we can help.