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Portfolio Management

No matter your level of assets, whether you’re a millionaire or are just looking to begin saving for retirement, you can benefit from portfolio management. When you come to Griggers Wealth Management, we will conduct a deep examination of your assets, your goals, the amount of risk you are willing to take on, and more. The process of portfolio management and choosing the right investments is extremely individualized – our goal is to help you make the right decisions for you. Creating a strong investment portfolio integrates well with wealth planning and estate planning.

Are you looking for investment portfolio management?

Call us today at 478-225-6750!

We are not interested in the hot stock of the day or picking day to day stocks. We look at long-term trends to create a long-term solution for your portfolio. Investing is a marathon rather than a sprint. Ultimately, we want to keep you on a path of consistent, continuous returns. We do this a few different ways:

  1. Identify investment themes believed to be in a long-term positive price trend.
  2. Determine the best way to invest in that trend.
  3. Utilize multiple analytical tools to assist in decision making and determine weightings.
  4. Monitor investment behavior trends to enhance the investment decision process.

Why Choose GWM to Manage Your Portfolio?

Here at GWM, we are very hands-on with our clients. While computer models are extremely beneficial in portfolio management, we believe that managing your portfolio is a very intuitive process. We want to get to know you and understand the best way to tailor a portfolio around what you already have. When you work with us, you’ll get to know us well – this creates a level of accountability that larger companies don’t develop with their clients. Providing the right advice and helping you make the right decisions with your investments is paramount, and it’s a job we take very seriously.

Ultimately, we want to build an investment portfolio that fits you and can continue to grow. This could be a very conservative model of investing or it may be one with a little more risk. Together, we will define your investment objectives and come up with a personalized plan that works for you.