White Feather

Investment Management

Personal Objectives

At AG Wealth Management, every portfolio is personal. Before investing, we cover all topics relating to your investment goals, time horizon, risk tolerance, as well as personal and tax circumstances.

Approach

Our portfolios are constructed to account for decades of research by leading academics and extensive empirical data. We implement diversified portfolios, not only with regards to the number of holdings but also diversified exposure to risk premiums that have demonstrated the historical tendency to drive returns.

Ongoing Process

We have created rules-based systems to rebalancing portfolios designed to eliminate human emotions and behavioral biases.

In addition, we constantly monitor different asset classes and holdings to make sure they still fit the expected risk/return profile.

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