Asset Management

WFG Kingwood seeks to provide our clients with returns that are consistent, competitive and in-line with their personal objectives. Our asset allocation process requires that we work together as a team while organizing and planning your investments. In addition, our collaborative process is specifically designed to provide you with a greater understanding of your portfolio. Ideally, this increased level of knowledge will lead to greater comfort with the investing process.

Asset allocation is designed to help you benefit from:

  • Reduced risk 
  • Preservation of capital 
  • Increased liquidity 
  • Quarterly updates 
  • A portfolio structured to work efficiently under changing market conditions 
  • An organized listing of assets 

Asset Allocation Versus Diversification

Asset allocation and diversification may sound very similar by definition, but that is only on the surface. Both are designed to reduce risk in your portfolio, and both involve diversification by spreading money among several different investments. By diversifying into a variety of alternatives, you can mitigate the chances of suffering a catastrophic loss should one of the investments perform poorly.

Asset allocation, however, takes it one step further by diversifying your portfolio not just among different investments, but among different investment classes: stocks, fixed income alternatives, cash equivalents, or other tangible assets such as real estate.

Neither Asset Allocation or Diversification guarantee a profit or prevent loss in declining markets.   

Every investment involves some level of risk. Even the most secure investments, such as CDs, carry the risk that the rate of return received may not keep up with inflation and taxes. Given that some degree of investment risk is unavoidable, your goal should be to increase your investment returns while managing the risks.

Securities offered through Securities America, Inc., member FINRA/SIPC

Advisory services offered through Fulcrum Equity Management, LLC.

WFG Kingwood, Fulcrum Equity Management, LLC and Securities America are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.

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