INVESTMENT MANAGEMENT

Incredible Breadth of Investment Options:

IHT Wealth Management is an independent firm; our advisors aren’t limited to select products from a Wirehouse or fund company. They have a large toolkit, and the skills to use all the tools they have available to build a portfolio that fits your needs. Whether you’re looking for slow and steady income, aggressive growth, or something in between, we at IHT have the flexibility to address your concerns and provide comprehensive investment strategies.

A Bottom Up Approach

We take pride in putting together portfolios that work for clients. We understand every client has different needs, and expect each client’s portfolio to be different. We work with each client to build a balanced, diversified, and customized portfolio of high quality positions appropriate for the client’s circumstances and risk appetite. The fundamental research that goes into our portfolio building gives us the confidence to stand behind all the decisions we make.

Different tools we use in our decision making processes

  • Modern Portfolio Analysis to determine optimal asset allocation for your risk
  • Dow Cyclical Analysis to identify aggressive and defensive market movements
  • Top Down Macroeconomic analysis to recognize overarching themes
  • Fundamental Analysis to isolate opportunities within sectors

No strategy assures success or protects against loss

Diversification

We have found a diversified portfolio is the best base portfolio structure for most clients. While we can easily accommodate clients who may desire to take on substantial concentration risk, we believe diversification and asset allocation strategies generally provide our clients with the best balanced portfolio outcomes.

There is no guarantee that asset allocation or diversification will enhance overall returns, outperform a non-diversified portfolio, nor ensure a profit or protect against a loss.

Investing For Diverse Objectives:

We can design client portfolios for a variety of different situations. No matter what a client’s objectives are, we are confident we can build a plan to help them get there.

We offer:

  • Comprehensive Financial Planning that takes into account all the information in your life outside of just your investment accounts
  • Income solutions, for people who need to draw on their assets to support their lifestyles
  • Tax Aware strategies, for individuals in higher tax brackets or with large non-retirement savings
  • Retirement Investing Strategies, providing advice for everything from Long Term Care Solutions to Required Minimum Distributions to Social Security

Invest with IHT Wealth Management


Invest with IHT Wealth Management