At Adams Wealth Advisors, we believe one of the most critical parts of a successful financial plan...
At Adams Wealth Advisors, we believe one of the most critical parts of a successful financial plan is the right kind of investment management. Composed of five CFA Charterholders with extensive industry experience, our investments team utilizes advanced institutional-grade processes to create investment portfolios. These portfolios are designed to meet our clients’ return needs while maintaining an acceptable level of risk for their situation.
Our Services:
Our investment management services are designed to help individuals, families, and businesses achieve their unique financial goals by incorporating a blend of the following services.
Our Approach to Investing:
To achieve the best possible outcomes for our clients, we invest for the long term and structure our portfolios to attempt to deliver upon your financial goals. Our investment philosophy is rooted in active management coupled with strict risk management. While markets are inherently unpredictable, our goal is to keep you on track regardless of economic conditions. We do this through a flexible and comprehensive approach, using an active top-down global macroeconomic approach that can identify opportunities and risks in changing economic environments. Additionally, our portfolio management offering includes a range of investments that go beyond the traditional stocks and bonds portfolios, such as structured products and derivatives strategies.
Achieving Tax Efficiency:
With our sophisticated trading operations, we utilize a tax loss harvesting strategy to optimize your portfolio’s tax efficiency. The goal of this strategy is to offset capital gains taxes by strategically selling investment positions held at a loss and then use those losses to offset the gains in the portfolio. The proceeds from selling these positions are then reinvested in a similar—but not identical—position. This effectively keeps the portfolio allocation the same but allows you to capitalize on pullbacks in some investment positions.
The Benefits of Investment Advice:
The world of investing is complex. That’s why we have built a team with extensive experience and industry knowledge to help make informed decisions on your behalf. Having investment advice from professionals historically has paid off. On average, people who take advice earn median annual returns that are 3.32% higher, net of fees, than people managing their own portfolios. *
Don’t try to navigate the markets alone. To learn more about our investment offerings, schedule an appointment with Alex by clicking the button below, calling (435) 752-1702, or emailing him at alex@adams-wealth.com.
* A study titled Help in Defined Contribution Plans: 2006 through 2012, published by Financial Engines and Aon Hewitt, quantified the impact of advisors on investment performance by examining the 401(k) investing behavior of 723,000 workers at 14 large US employers.
