Investment Management

At FTWM, our approach to prudent asset management combines a high level of personal attention with access to an industry-wide universe of financial products and services, including model portfolios, exchange-traded funds (ETFs), mutual funds, individual stocks, annuities and alternative investments.

We follow a focused approach to asset management. In today's rapidly changing world, we believe that prudent investing requires a proactive approach to managing, growing and preserving wealth. With an emphasis on asset allocation, our core portfolios seek to manage risk through appropriate asset allocation and planning. We believe investing can be an extension of your values. 

FTWM adheres to a disciplined investment planning process that includes the following steps:

• Determine your risk profile and objectives
• Create your personal investment strategy
• Diversify across asset classes within the recommended investment style
• Rebalance your portfolio as market conditions or your objectives change over time
• Report results through regular account statements, custom reports and strategy meetings