Personalized Investment Management
We focus on the meticulous details—the subtle optimizations that, over decades, compound into extraordinary results.
Our approach is anchored in Modern Portfolio Theory—a 1990 Nobel Prize-winning framework pioneered by Harry Markowitz in 1952. Our founding partner, Troy Daum, had the privilege of meeting Harry Markowitz directly, integrating those foundational insights into the strategies we build for our clients today. By intelligently diversifying your investments across asset classes, we aim to optimize your returns while rigorously managing your exposure to market risk.
Executing this level of precision requires a constant, rigorous rhythm—monitoring monthly cash flows, rebalancing, and aligning tax strategies annually. Most investors simply do not possess the specialized skill, emotional discipline, or time to maintain it; by partnering with us, you delegate the heavy lifting to dedicated fiduciaries and emerge better for it.
What is the best strategy for withdrawing money from my nest egg?
Each account has a unique tax schedule that impacts your bottom line. Brokerage, Trust, IRAs, Roth IRAs, Pensions, Deferred Compensation, Stock Options, Real Estate – each call for custom tax optimization and an asset allocation framework.
A cookie-cutter approach simply cannot deliver true financial peace of mind. We are financial mentors that solve these questions with account specific strategies for your lifestyle.
Learn more about our investment management services below, and let’s schedule a call together.
Investment Strategy
Investment planning isn't a one-time event. Rather, it's an ongoing effort. As your life changes, so too will your goals and risks.
Our process starts with a fact-finding session to learn more about you and your objectives and concerns. We then develop a set of recommendations and implement the new investment plan. Once implemented, we regularly monitor and update your strategy so it's always consistent with your objectives.
Our investment plans emphasize low-cost investment vehicles and wide diversification over multiple asset classes such as stocks, bonds, commodities, inflation-indexed Treasuries, exchange-traded funds, and real estate.
We do not use any investment products that offer commissions, loads, or hidden charges. We do not sell annuities or structured products. In fact, we provide investment management services on a fiduciary, fee-for-service basis. We'll consider the following elements in building a safe investment management strategy:
A Personal Message on Investment Management
How does Wealth Analytics design a portfolio in retirement to provide a retiree with predictable monthly income? Wealth Analytics’ Founder, Troy Daum shares his insight.
Where to next?
The best way to protect yourself from commission-driven sales is to switch to a fee-only investment adviser. Fee-only financial planning advisers sell no products and take no commissions, they charge only for their advice.– Jane Bryant Quinn, Nationally-Known Financial Journalist