Investment Management
Your investment goals are unique. We can help you build a portfolio designed to meet your needs. When it comes to investing, it’s never prudent to run from your emotions. Rather, use them to ensure that your decision making is in line with your personal goals. As your wealth grows, it can be challenging to maintain a well-balanced portfolio that addresses your need for asset allocation, diversification, risk exposure, tax efficiency, and liquidity. By taking the time to understand the intricacies of your particular situation, we can identify sound investment solutions designed to help you build, preserve, and transfer wealth. We’re able to provide you with investment ideas, strategies, and products to help you manage your wealth while delivering them with the highest level of individualized service.
Account Management / Charles Schwab – Custodian
As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab. By using Schwab as a primary custodian, Networth Capital. has access to a wide range of products and services that help us serve our clients, including:
- Full range of investment products and trading services
- Technology and service support
- Wide array of investment account types including retirement accounts, charitable giving, and education accounts
- Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs, and other investments.
- Separately managed account services for those who want to leverage the expertise of institutional-caliber money managers who specialize in particular investment styles
- Technology and service support so investors can access all their accounts online and view positions, balances, and account histories in one place
The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management, and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants.
The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab.
We have brought down risks to nearly 0%." for all our active clients.
Our investment strategy is such that we manage the trades and investments on behalf of our investors, so that they do not have to worry about the risks associated with investing in the financial markets.