Investment Management & Advisory

Wealthspire Advisors discussing vesting schedules at a table with devices

Our process and our philosophies

Our Investment Committee

Our advisors are supported by an internal investment committee and dedicated internal investment staff. We seek to provide steady investment guidance to clients through strategic asset allocation, rigorous due diligence, and tailored portfolio construction.

Investment Team Objectives

Create portfolio guidelines that are transparent and cover a wide range of client goals

Focus on risk management and a consistent decision-making process

Monitor portfolios and employ rebalancing to keep risks in line

Maintain discipline and avoid emotional decision making

Asset Allocation

We begin with the understanding that we are not “all knowing,” and that we cannot precisely model the entirety of the investment universe. Knowing this, we utilize a flexible framework that blends the qualitative (our views) and the quantitative (modeling). The goal here is to achieve consistent returns while recognizing market risks.

Our Investment Philosophies

While the portfolios we create for our clients are customized to their needs, our advisors and investment team are driven by a core set of tenets:

Sufficient diversification is essential to limit investment risk

Asset allocation is the key driver of long-term results

Turnover should be kept to a minimum

Investments must be considered with respect to the broader portfolio

Passive strategies are an important component of keeping fees low and managing risk

Straightforward, transparent, and liquid is better than “latest and greatest”

What We Don’t Believe in:

Chasing the latest market trends
Attempting to ‘time the market’
Firing an asset manager for poor short-term performance

Please Note: Limitations: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Wealthspire) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.