At AWA Investment Advisors, we understand the market complexities today’s investors face. Without objective guidance from a trusted advisor, it can be difficult to feel confident in your investment decisions. We offer customized strategies and objective guidance with the goal of helping you navigate the noise in the media and the ever-changing nature of the markets.
We believe that a diversified and flexible investment portfolio tailored to your unique situation is essential to pursuing financial goals. Avoiding short-lived investment fads, we instead focus on market efficiency and sound economic philosophies. We utilize a consultative process to develop an investment strategy that aligns with your specific needs. This begins with understanding your investment objectives, time horizon, and risk tolerance – all of which will help us determine the right balance for you.
Through our advisors’ relationship with LPL Financial, we also have access to a number of educational resources, analytic tools, market research, and practice management support, which help us build comprehensive investment strategies. While using asset allocation methodology doesn’t guarantee more consistent or greater returns or insure against loss, we build your portfolio based on proper asset management strategies.
We aim to serve as your family wealth coach and we take pride in our high-level service that extends beyond creating a portfolio. Investing is not a one-time event, but an ongoing strategy that requires refining and adjustments. After implementing your portfolio and other financial strategies, we regularly meet with you to review your personal situation and any important developments related to your portfolio. When needed, we make adjustments to your portfolio to ensure it reflects your current objectives. Our goal is to be accessible to you when you need us and we make our team available by phone, email, and face-to-face meetings.