At Preston Wealth Advisors, we provide you with an uncommon approach to growing
and securing of your wealth. Because we believe in making trading decisions based on hard data, not emotion, we utilize an algorithm that monitors the market, identifies
growth sectors and pinpoints high performance ETFs and Mutual Funds.
Our unique approach aids us in our efforts to protect your investment during downturns and seeks to maximize returns as the market rises. As an active money manager, our focus is on reviewing portfolio strategies daily and not adhering to the buy and hold methodology.
We believe that if the markets are active, the portfolios should be managed according to these shifts as well.
Our algorithm allows us to distinguish high performance equity and fixed-income sectors, providing us the ability to effectively grow your wealth. When volatile conditions unveil warnings of risk, we can move your portfolio partially or entirely into cash in order to try and ensure the security and protection of your investment.
Because a segment of our business is dedicated to Private Clients, we understand and work with you not just as a Third Party Money Manager but as an Advisor with first-hand knowledge on the topics that are important to you and your clients as well as the service needed to maintain these relationships.
We designed Preston Wealth Advisors around a central idea: Offer a money management style to our institutional clients that we wanted as advisors for our own clients. Preston Wealth Advisors offers a spectrum of proprietary investment portfolios on multiple custodial platforms, focusing on principal protection and client asset growth. As a Third Party Money Manager, we provide the necessary investment resources to help you manage your client relationships and your book of business. In offering a wide array of strategies, Preston Wealth Advisors is able to provide solutions for core portfolios in addition to strategy overlays that may complement your existing investment approach.
Our Portfolios, that use a mathematically based algorithm, provide the opportunity to monitor the market and are designed to navigate both up and down markets. Whether you designate a third party for the majority of your book of business or even for a segment of your in-house strategies, partnering with the seasoned team at Preston Wealth Advisors will provide you with the resources to offer options and solutions to your clients.
We believe we are the Third Party Money Manager that understands your business.
PWA Tactical Portfolios are relative strength, momentum based strategies that monitor price movement and statistical growth opportunities among a range of investments selected from the portfolio’s investment universe. Using a mathematical algorithm and an exclusive scoring methodology, a combination of investments are selected based off of the opportunity present in the market and the overall portfolio investment objective. A wide spectrum of portfolios are offered to cater to varying risk tolerances and investment objectives.
Depending on the Investment Objective of the portfolio, Preston Wealth Advisors may be able to buy and sell in any sector at any time. In the event neither fixed income nor equity investments offer enough return to justify risk, each of our portfolios have the ability to move a portion or all assets to cash.
PWA Dynamic Portfolios use a quantitatively based, absolute return strategy with exposure to the U.S. Treasury market. Aside from the PWA Dynamic Treasury Portfolio, the PWA Dynamic Portfolios utilizes multiple uncorrelated tactical strategies to capture price trends and positions assets to benefit from a rising or declining yield curve. These blended Portfolios provide access to a hybrid approach blending the relative strength based PWA Tactical portfolios and the absolute return strategy. The segment of the portfolio dedicated to U.S. Treasury exposure is designed to enhance active premium and dynamic risk protection. Should you have interest in solely using a U.S. Treasury based portfolio as a standalone investment, PWA is happy to provide the solution by offering the PWA Dynamic Treasury portfolio.
You want to focus on client service, developing relationships, and increasing your assets under management while someone else tends to the portfolios. Preston Wealth Advisors is the “someone else.” Partner with us, and achieve your goals.
Preston Wealth Advisors offers the products and services to meet investor needs and our goal is to exceed their expectations. We focus on a lifestyle planning approach catering to our clients’ specific demands. Here are some of our capabilities!
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