IWM has advised clients through two full market cycles. Based on that experience, we have developed an institutional investment approach modeled on the strategy employed by successful institutional investors, adopting those principles and scaling them to individual investors.
Even in the euphoria of market “good times”, we don’t forget the catastrophic effect large loss has on portfolios that must support years of retirement income.
At IWM, we believe that proper investment management begins with a proper risk assessment for each individual client; this is central to successful investing. IWM uses an innovative web-based software program called Riskalyze, a risk based risk assessment tool, to establish a client risk number ranging from one to one hundred. Clients are then linked to risk based models matching their Riskalyze score. IWM target risk models offer a range of volatility and expected return consistent with each client’s comfort levels and expectations.
IWM also utilizes an innovative unified account management (UMA) platform for managing clients’ accounts. This unique approach to investment management is highly appropriate for today’s changing investment climate and separates IWM from its peers. IWM target risk models combine as many as six different investment strategies simultaneously, typifying the uniqueness of IWM’s UMA.
IWM employs a combination of tactical and strategic investment strategies as part of its “diversify by investment strategy” methodology. Strategy weightings are monitored on a continual basis, as are various managers. We believe that this approach is necessary for today’s sophisticated markets. Strategies include stocks, exchange traded funds and mutual funds.
Alternative investments strategies, which typically don’t correlate to public stock or bond markets are also utilized to lower overall portfolio volatility.
The IWM approach to investing, utilizing a target risk score, unified managed accounts and a “diversify by investment strategy” approach, including alternative investments, truly makes us unique. Let us introduce this institutional approach to you today!