Investment Management

As an independent Registered Investment Advisor (RIA), we are able to build a portfolio that is best designed to achieve your goals while moderating risk. As a result, we deliver maximum value for our clients.

By using our team approach and leveraging our diverse skill set, we will work together to ensure that your portfolio is built considering all of your financial needs and goals, cash-flow requirements, tax implications, and wealth transfer strategies.

Our investment management services include:

Portfolio Inventory & Analysis

Prior to your initial portfolio restructuring, we present a thorough transition analysis to outline the changes that will be made, timing, and tax implications.

Long Term Strategic Investment

Portfolios are designed and implemented thoughtfully to invest consistently with a long-term focus. Short-term investing can dramatically increase taxes and fees as well as result in erroneous decision-making.

Diversified Institutional Style Portfolios

We aim to participate in the success of companies around the world and incorporate diversification principles utilized by large endowments and pension funds.

Tax & Cost
Efficiency

We utilize complex processes including asset location and tax-loss harvesting to improve after-tax returns. We minimize investment costs without compromising potential returns.

Ongoing Portfolio
Review

We continuously monitor your portfolio, take action to rebalance and adapt to market conditions as appropriate.

Fiduciary
Stewardship

We place your interests first and do not receive commissions or compensation from third-parties on our investment recommendations.

Performance
Reporting

We provide real-time information on your portfolio and its performance through our investment dashboard and mobile app.

It's never too late to take the first step
or get a second opinion

Our Investment Philosophy

At Wade Financial Advisory our investment approach is supported by established academic principles designed to seek optimal positioning in the balance between risk taken and rewards sought, that helps each client maintain a level of comfort with their investments while ensuring that their capital is working effectively to support their life goals.

Through careful consideration of the risk characteristics of multiple asset classes, including different categories of stock, bond, and alternative investments, we look to build a portfolio that can build wealth for the patient investor over time.  Utilizing advanced analytical tools and modern risk assessment frameworks, we seek to combine multiple investments in a manner that seeks to moderate the degree of risk.

We do not chase “hot” stocks or seek short-term returns from any investment, and as a result, we do not rapidly trade client accounts in pursuit of yesterday’s winners. Our strategic approach allows us to participate in market returns and other academically supported sources of returns.

Because an investor only truly earns what they keep after paying taxes, WFA employs a thoughtful approach to the tax considerations of all investment decisions with the goal of minimizing the tax burden of your investment portfolio and maximizing the proportion retained by the investor.  Actions taken to improve your after-tax returns include complex processes such as optimizing asset locations (evaluating your entire portfolio to minimize the proportion of income and gains subject to taxation), and engaging in tax-loss harvesting, which is the practice of placing transactions that advance the timeframe for recording losses on your taxes, while seeking to defer recording gains.

There is no time like the present

Contact us today to speak to one of our trusted advisors and learn how our team can partner, educate, and guide you on your path to financial confidence.

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