Asset Management

Whether you are the trustee of a pension plan, the founder of a non-profit foundation, or a retired individual, Walter has the knowledge and the resources to create and monitor allocations comprised of top-tier money managers. Using a tactical allocation strategy, Walter sometimes finds it necessary to alter allocation percentages to increase or decrease the return/risk tradeoff depending upon his outlook for the intermediate term of the markets. Walter’s goal is to meet the anticipated rate of return by taking the least amount of risk possible. Asset management fees are based upon the size of the account and the type of services offered.