The MW Investment Process
MW Investment Advisor clients are a part of a small group, who receive comprehensive and personalized investment advice. Our process has evolved through personal experience and industry understanding.
MW Investment five step approach:
Assess your personal circumstances, objectives and goals
Establish the optimal asset allocation
Define your maximized investment strategy and timeline
Implement strategy with clear understanding of process and goals
Evaluate investment portfolio performance
The MW Investment process is personal, and you will notice. Mary is able to dedicate valuable time to understanding your personal circumstances, short-term and long-term financial and investment objectives, time horizon, risk tolerance, investment knowledge and asset base. Her recommendations come only after she has reached this important step. Clients never feel left out; Mary believes that educated investors are successful investors. MW Investment Advisor portfolios are managed based on overall performance. Your strategy is evaluated regularly and adjusted as needed.
MW Investment Advisor Services:
Wealth Management Investment planning, implementation and monitoring
Estate Planning Mary adds value to your wealth and estate transfer preparation through collaboration with estate lawyers and CPAs.
Asset Allocation Risk management through diversification across industries and asset classes
MW Investment Tools:
Exchange Traded Funds
Managed Stock Portfolios
Taxable and non-taxable bonds
Certificates of Deposit