investment management
STRATEGIC. TARGETED. COMPREHENSIVE. PERSONAL.
At 1900 Wealth, we are committed to helping you make sound financial decisions regarding your wealth to maximize its benefits. We will design your investment portfolio and strive to give you the best probability of achieving your investment goals with a suitable amount of risk. Our investment approach is based on decades of financial industry data, analysis, and research. While we embrace the science and utilize the most advanced financial and investment technology available, we overlay it all with your specific wants regarding acceptable risk and return expectations to develop a distinctive, long-term financial investment approach we call “Asset Class Investing”
ASSET CLASS INVESTING
LET MARKETS WORK FOR YOU
Over time, the markets have significantly outperformed inflation. Instead of trying to beat the market, Asset Class Investing lets the long-term growth potential of global markets work for you.
INVEST FOR THE
LONG-TERM
A long-term perspective is one of the most important factors regarding investment portfolio success. Investors often experience powerful emotions when markets move up and down, and those emotions can get in the way of making clear and sound financial decisions. That’s why the skilled investment professionals at 1900 Wealth use the latest in behavioral research to help you make the best possible financial decisions and stay on track to achieve your wealth management goals.
MANAGE
RISKS
We can’t eliminate risk, but we can manage it through our prudent approach:
- Diversify your financial profile to reduce company-specific risk
- Invest in high-quality and very liquid equity securities
- Use a combination of asset classes to diminish market volatility
RETIREMENT PLANS
1900 Wealth offers a comprehensive range of retirement plan solutions, including Individual Retirement Accounts (IRAs), 401(k) plans, profit-sharing plans, defined benefit plans, and many other qualified financial and wealth management plans. We provide you and your business with the retirement options you need, and the financial guidance you deserve.
