Fee Based Asset Management
At Martel Wealth Advisors we provide Fee Based Asset Management services:
- We provide continuous advice and asset management to you regarding investment of your funds based upon risk assessment and your stated goals,objectives and time horizon.
- Martel Wealth Advisors, Inc. develops your Investment Policy Statement (IPS) and creates and manages investment portfolios based upon your preferences as set forth in the IPS.
- We develop portfolios that may include any or all of the following types of investments.
- No Load Mutual Funds (i.e: Vanguard)
- Exchange Traded Funds (again, we would use Vanguard ETF's and others)
- Individual Equity Securities
- Government Securities
- Municipal and Corporate Bonds
- And other investment opportunities, such as Real Estate Investment Trusts (REIT's)
- The Allocation Plan takes into consideration your overall assets, management style, risk analysis and stated concerns and objectives.