Structured Investment Philosophy

Wealth Management LLC offers Certified Public Accountants a structured investment approach that integrates academic research and the experience of leading institutional managers.

Modern Portfolio Theory

We believe in Modern Portfolio Theory and have access to high-quality institutional investment firms with a unique implementation of this theory into an entire diversified family of mutual funds. Each fund captures the return behavior of an entire asset class, letting us accurately diversify client's investments across multiple assets classes-precisely incorporating the level of risk with which each investor is comfortable. Asset class investing is a systematic, global allocation of your client's portfolio.

Passive Asset Class Management

As you familiarize yourself with Wealth Management LLC, you will quickly notice our strong focus on implementing this passive asset class management approach as the best investment strategy to offer your clients. Other advantages of this approach include:

Lower Costs - Passive asset class funds traditionally have lower operating expenses and transaction costs (and thus higher expected returns) than do comparable actively managed funds;
Greater tax efficiency - Passive asset class funds have relatively low turnover, so less of your annual return is consumed by taxes;
Lower portfolio turnover;
Long-term perspective;
Broad diversification/risk reduction;
Control of asset allocation;
Passive asset class funds capture separate dimensions of worldwide returns;
Academic research - Points to what the below study summarizes.

ASSET CLASS SELECTION IS THE MOST IMPORTANT DETERMINANT OF PORTFOLIO PERFORMANCE

Source: Study of 91 large pension plans over 10-year period. Gary P. Brinson, L. Randolph Hood and Gilbert L. Beebower, "Determinants of Portfolio Performance," Financial Analysts Journal, July-August 1986, pp. 39-44; and Gary P. Brinson, Brian D. Singer and Gilbert L. Beebower, "Revisiting Determinants of Portfolio Performance: An Update," 1990, Working Paper. Information from sources deemed reliable, but its accuracy cannot be guaranteed.

For more information about why Wealth Management LLC allies itself with advisors who counsel this type of structured investment approach, click the related links below.

Wise Words

"Write down every time you are convinced that the market is going up or down. After a few years, you will realize that your insights are worth nothing. Once you realize that, it becomes much easier to float on that ocean we call the market." Meir Statman

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125 S. 4th St • PO Box 1264 · Norfolk, NE 68702 · Phone: 800-694-1160 · FAX: 402-379-3818
©Copyright 2010 Wealth Management LLC
This information is not intended for use without professional advice.

Wealth Management LLC, Retirement Plan Consultants, 401k Consultants LLC, 403b Consultants LLC, and 457 Consultants LLC (referred to as “affiliates”) are affiliated with Christensen Brozek Faltys PC, a CPA firm licensed in Nebraska. The services you may receive from affiliates are not provided by a licensed CPA firm regulated by the Nebraska Board of Public Accountancy. There may be overlapping services with the CPA firm, therefore, if you are uncertain which entity is providing any of the services, you should ask for clarification from the individual providing such service.