Endowment Style Approach

At Wagner Wealth Management, we employ a sophisticated and similar approach to investing utilized by many major endowments and pension funds.

Many endowment and pension fund managers believe that even a well diversified portfolio of stocks, bonds and cash is not sufficient to create the optimal portfolio.  By adding additional asset classes such as income producing real estate, asset back lending, structured notes, master limited partnerships, and other creative investments to a portfolio, we believe they can add value through increased diversification, reduced volatility, and income in variable market conditions. Our unique investment approach brings this endowment style to the individual investor.     

 

Access to Asset Classes

access to asset classes

*    Information provided should not be construed as investment advice and is not meant to be taken as a recommendation to buy or sell. The financial situation and investment objectives of each individual must be considered for suitability prior to any recommendations being made.
 
 
 
 
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