YOUR DEMOGRAPHICS SHOULDN'T DICTATE YOUR INVESTMENT STRATEGY.

YOUR DEMOGRAPHICS SHOULDN'T DICTATE YOUR INVESTMENT STRATEGY.

In most investment firms, it does. Preston Wealth Advisors offers a different approach. We ask what you want and take the extraordinary step of listening to you. What we’ve found is that all clients, regardless of age, income, or employment status want 2 things: asset protection and growth. We’ve built our practice to meet their expectations.

How We Work

Preston Wealth Advisors probe until we understand your risk tolerance’s precise latitude. Then we invest in the highest performing asset mix at a risk threshold acceptable to you.

Because we manage our own portfolios, Preston Wealth Advisors has complete discretion in how and where we invest.

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Protecting Your Assets

First, we make trading decisions based on data, rather than emotion. Preston Wealth Advisors has developed a proprietary, patent-pending algorithm that constantly monitors the market, identifies growth sectors, and pinpoints specific performing ETF’s and Mutual Funds. Sector agnostic, the algorithm analyzes data daily and alerts us to buy or sell based on indicators we’ve selected and continuously tune. A Preston Wealth Advisor reviews the data before ever executing a trade.

Secondly, we take more aggressive positions when the market rises and sell when indicators signal it will fall. In the event neither fixed income nor equity investments offer enough return to justify the risk, our advisors can move 100% to cash. In 2008, our algorithm protected clients, limiting their losses in our most aggressive portfolios to just 5%, when the S&P dropped 37%.

Growing Your Wealth

The same algorithm protecting clients in volatile markets maximizes their investments when it roars. Many of our retired clients avail themselves of our growth funds because they trust our algorithm to protect their principal while multiplying their assets.

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1886 Metro Center Dr. Suite 640 Reston, VA 20190

Phone (703) 757-0419    Fax (703) 757-0430

For more information please email us at tjdoremus@prestonwealthadvisors.com or gmattingly@prestonwealthadvisors.com

©2014 Preston Wealth Advisors

It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. All performance calculations prior to 2013 have been done by the research department and have not been audited or verified by PWA or any outside 3rd party. The performance was calculated using live models and actual trades but not through PWA's platform. Past performance may not be indicative of future results and the performance of a specific individual client account may vary substantially from the composite performance results. Therefore, no current or prospective client should assume that future performance will be profitable, or equal either the Preston Wealth Advisors’ composite performance results reflected above, or the performance results for any of the comparative index benchmarks provided.

Preston Wealth Advisors (“PWA”) is a state registered investment adviser located in Arlington, VA. PWA is registered in the state of Virginia and in compliance with the current registration requirements of the states in which PWA maintains clients. PWA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

PWA’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of PWA’s web site on the Internet should not be construed by any consumer and/or prospective client as PWA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by PWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

A copy of PWA’s current written disclosure statement discussing PWA’s business operations, services, and fees is available from PWA upon written request.

PWA
does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to PWA’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.