Wealth Management Strategies

Our Wealth Management Strategies Carefully Aligned To Your Goals, Preferences, and Season of Life

We help you manage wealth in a manner that employs a thoughtfully considered balance of different strategies, depending on your current situation and where you on your journey. Throughout your career, you've made it a goal to grow your wealth, but once you've accumulated a significant level of assets, preserving it becomes very important. As you transition into retirement, the objective of generating income comes into more prominence to support the lifestyle and interests you have become accustomed to enjoying.

Preservation Strategy

Preservation of capital is a conservative investment strategy where the primary goal is to preserve capital and prevent loss in a portfolio. It can include investments such as money markets, CDs, Treasuries, immediate annuities, short-term bonds (taxable), and municipal bonds.

Income Strategy

An income investing strategy refers to putting together a portfolio of assets specifically tailored to maximize the annual passive income generated by the holdings. It can include investments such as CDs, intermediate/long-term bonds, tax-free bonds, government agency bonds, zero coupon bonds, preferred stocks, foreign bonds, growth and income funds, utility funds, equity income funds and balanced funds.

Growth Strategy

A growth strategy seeks to maximize capital appreciation of an investment portfolio over the long term through an asset allocation geared to securities with high expected returns. It can include investments such as U.S. stocks, international stocks, variable annuities, real estate, and real estate investment trusts (REITs).

This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Steward Partners recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Wealth Manager. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

Asset Allocation does not assure a profit or protect against loss in declining financial markets.