Protecting Your Wealth When It’s Most Important
Our experienced and ethical team of advisors focuses on serving individuals, families, and business owners to grow, protect, and preserve their wealth for when they need it the most. Our client’s needs will forever always be our number one priority.
Ultra-Low-Cost Investing
Our firm believes that by lowering the cost and fees associated with investing for our clients, their chances of successfully achieving their goals increase. We have worked hard to eliminate or reduce as many fees as possible, including custodian fees, technology and platform fees, third-party management fees, and high-cost trading and securities fees.
The result - ultra-low-cost investing for our clients!
Proprietary Asset Allocation
The traditional asset allocation strategies used by most wealth management firms are quickly becoming obsolete, with advisors over-diversifying their clients’ assets in positions that have historically underperformed - merely for the sake of diversification.
Meritum Wealth Management uses proprietary technology and strategies to actively rank and select positions it believes will increase the chances of our clients’ success while managing downside risk appropriately.
Active Investment Management
“Rule No.1 is to never lose money. Rule No.2 is to never forget Rule No. 1.” - Warren Buffet
As you progress through various life, career, market, and economic periods, there are times to be greedy and there are times to protect what you have already earned. We believe active investment management is being able to help our clients decide on when they should focus on accumulating wealth and when they should focus on protecting and preserving their hard-earned assets for when they need it the most.