As an investment advisor representative with Portfolio Medics, Brian and the investment team work with multiple outside money managers to bring sophisticated investment strategies within reach of everyday investors, strategies that are typically beyond the scope of traditional buy-and-hold portfolios. By turning to these managers, we are able to eliminate conflicts of interest and keep client goals the focus of our investment strategies.
We perform the necessary due diligence on these managers to understand their methodologies and scrutinize the viability of their investment strategies given the existing market climate. Only those managers who we believe are well-positioned to provide strong returns are included in our clients’ portfolios.
How We Do It
We believe that investment success shouldn’t be tied to uncontrollable forces, such as systematic market risk. An active approach to portfolio management through the use of low correlated and non-traditional asset classes helps our clients seek opportunities for returns through all phases of each market cycle.
Click here to learn more about our tactical wealth management system.
Guardian Financial Wealth Management is a licensed insurance agency. Brian Winterowd provides insurance services to clients through Guardian, which is separate from Mr. Winterowd’s role as an investment advisor representative of Portfolio Medics. Investment advisory services are offered through Portfolio Medics. Guardian Financial Wealth Management and Portfolio Medics are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial/investment advice, nor is it a substitute for financial/investment advice. Nothing in this message should be construed as investment advice.
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Questions? Brian Winterowd is an investment advisor and a fiduciary. Call (512) 844-8200 or click here to schedule a no obligation initial consultation.