Portfolio Management Strategies

GWM Model Portfolios are structured to encompass both diversification of assets and diversification of strategies.

Each model portfolio, with the exception of our Flexible Fixed Income Model, has three basic allocation components, fixed income, careful growth and inflation hedges. Each of the three allocation components are further divided into strategic categories.  Click here to view an example flow chart.

Select from the bullet list below to view the various investment strategies employed.

GWM Model Portfolio Holdings Details

 [Previous Menu]

Retirement Success in the New Economy

Are you retired or about to retire?

Big changes in the economic environment may have you wondering just how secure your future may be. Will you be able to sustain a comfortable life? Will your income keep up with inflation? Having a stable and a secure investment foundation is the key. Read More»

Call Stephen Gerritz, Registered Investment Advisor Representative, Today at 541-608-9958