Investment Management Consulting

As an independent fee only investment consultant, the Investment Management Consulting Division at Net Worth Advisors will work with you to analyze your current financial situation, time horizon, risk tolerances, and investment goals. 

By sitting down with you, together we will work in developing an asset allocation strategy that meets your specific risk/reward target requirements.  Next we will create an investment policy statement to outline the long-term strategy of the portfolio.

Our sole purpose is to assist our clients in defining and realizing the objectives of their investment programs by providing objective facts and alternatives regarding the disciplined management of their investment funds.  The role of Net Worth Advisors is to provide high quality consulting information and expertise in support of informed decision-making.

Net Worth Advisors strives to promote communication between the client and the investment professionals.  We stress the importance of direct personal service to our clients through highly qualified investment consulting, supported by state-of-the-art investment technology.

Our consulting approach is sensitive to existing investment structures and relationships.  We believe that a well conceived strategic plan, faithfully maintained, can yield solid results over time.

Diversification and consistent implementation of the strategic plan are key to managing risk.  We focus on the orderly implementation and maintenance of the client's decisions within the confines of a comprehensive review and evaluation program.

Net Worth Advisors assists its clients in identifying and working toward their investment objectives by...

• strategic planning
• plan implementation
• performance evaluation and monitoring

* No strategy assures success or protects against loss.  There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.  Diversification does not protect against market risk.