Investment Approach

WFG Kingwood, like most successful financial advisory firms, follows a core investment philosophy. Theses fundamental principles guide the investment decisions we help our clients make.

  • Investments are used to work towards achieving long-term goals, while savings are used for short-term goals.
  • Asset allocation, with a diversification among stock, bond and other markets, helps in reducing risk.
  • Investors should know how their investments fit into their portfolios and why they own particular assets.
  • Minimizing investment cost is crucial for long-term success.
  • An investor's primary decisions involve choosing a mix of assets to be held in a portfolio, not the selection of individual investments.
  • Risk is multi-dimensional. Investors should weigh "shortfall risk" - the possibility that a portfolio may not meet long-term financial goals - against "market risk," - the reality that returns may fluctuate.
  • Market-timing and performance-chasing are not part of a winning strategy.
  • Future long-term returns are expected to be very similar to historical returns for various asset classes and subclasses.

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.

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved

Load custom.js