Our Philosophy

Our Philosophy

Why ONEWEALTH?

DIVIDEND / CASH FLOW DISCIPLINE

One Wealth will diversify among asset classes that may offer dividends/income*.

  • Blue Chip stocks
  • REITs
  • Convertible Bonds
  • Municipal Bonds
  • Preferreds
  • Global Bonds
  • Corporate Bonds

* Dividends are not guaranteed to be declared. 

WEALTH PRESERVATION / DISTRIBUTION PLANNING

Once the preservation of wealth becomes more important than growing it, other strategies may come into play. One Wealth uses innovative processes to help measure each clients’ need for retirement income while providing guidance on how to combine the appropriate products and strategies to help maximize income during retirement.

  • Fixed Immediate Annuities
  • Annuities
  • Bonds
  • Brokered CDs

TACTICAL ASSET ALLOCATION DISCIPLINE

One Wealth uses Relative Strength to overweight the strongest asset classes and underweight the weakest.

We believe in diversifying among the various asset classes:

  • Large growth
  • Large value
  • Midcap
  • Small cap
  • International
  • Cash

We will assess risk at ALL times and attempt  to:

  • Raise cash when risk levels are high
  • Reinvest cash when risk has diminished

Be bullish at the bottom of markets and bearish at the top

Diversification and asset allocation do not guarantee positive results. Loss, including loss of principal may result.

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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