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Our Investment Philosophy

       

Our investment philosophy involves 5 key elements:



1. )
 Comprehensive Strategic Planning

Our Advisors take a strategic approach when reviewing your portfolio and making recommendations.  We look at your entire situation, not just your investment dollars. With this in mind, we will research and analyze your entire portfolio and engineer solutions that fit your needs. 

2. ) Research Driven Diversification

A critical piece of a well-designed investment strategy is diversification.  This involves more than simply not putting all of your eggs in one basket.  Asset allocation, the decision of how to invest  your money among stocks, bonds, and cash is the primary factor that will determine your investment returns.  As such, we take great care to diversify your assets for your situation using a research-driven approach.

3. ) Risk Management

Risk is a concept inherent in any investment and managing that risk is critical to your investment strategy.  It is a big reason why many people work with a professional financial advisor.  We will help you better understand the concept of risk and how it applies to your situation and individual investments. 

4. ) Cost Control

Each dollar of expenses you pay to money managers and taxes is less money you keep in your portfolio.  We believe that many portfolio managers charge fees that are excessive for the services they provide.  For this reason, we are very conscious and transparent about the expenses you pay for your investments.  You deserve thoroughly researched strategies without excessive cost – this is why we strive to work harder and charge less than our competition.

5. ) Exceptional Service

Exceptional client service means consistently delivering on our investment philosophy throughout your financial life.  We are committed to fostering a long-term relationship with you based on confidentiality and trust.  Our team of specialists will work on your behalf to help you accomplish your financial goals in a way that is personal, friendly and enjoyable.  

       
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Securities and Investment Advisory Services offered through Woodbury Financial Services Inc., Member FINRA, SIPC and Registered Investment Adviser. WMG Waznik Moseler Group, LLC. and Woodbury Financial Services, Inc. are not affiliated entities.
Not FDIC Insured • No Bank Guaranteed • Not a Bank Deposit • Not insured by Any Federal Government Agency • May Lose Value

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, GA, IL, IN, IA, KS, MI, MN, MS, NV, NY, OH, OR, SD, TX, UT, VA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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