INVESTMENT
MANAGEMENT
Let's Talk Investments!
INVESTMENT
MANAGEMENT
To meet an your specific needs, we offer a unique combination of over 30 separate in-house managed account opportunities for your current IRA or 401(k) Rollover. There is not a one-size-fits-all approach at our firm. Your advisor can play an invaluable role in guiding you toward a strategy best-suited to your long-term objectives. Whether you’re trying to maintain a current lifestyle, or reach a certain goal, we will construct your portfolios based on facts and not emotions, hot trends, or speculation. We employ a broad-based investment approach utilizing the resources of TD Ameritrade Institutional. The Result Is a Broadly Diversified, Highly Efficient and Low-Cost Portfolio.
ETF’s
Exchange Traded Funds (ETF) and individual stocks, this will keep your internal fees low and options wide.
Additional Areas of Focus
Fixed Income ETF’s, bonds or guaranteed investments* management fees are waived for annuities.
Cash
Cash is an investment position and should always be included in proper asset management.
We believe that proper diversification is NOT the correlation between the percentages of bonds verses equities, but rather knowing the company’s you invest in. We invest in a non-emotional, systematic way that can provide potential growth and better risk management than traditional Mutual Funds which are expensive, cumbersone and NOT tax efficient.
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TRADEWELL TAX & FINANCIAL
Fiduciary Fee-Only Investing
We are fee-based Investment Advisers and Fiduciaries, which means that we are legally required to put your interests ahead of our own. When you do better we do better. In fact, since we are compensated generally according to how well we grow and preserve your wealth. You can rest assured that we will position you according to your individual needs, not ours. Most of our new clients come from other financial advisers who don’t have all the resources that Tradewell Financial offer.
Conversely, Brokers and most Retail Banks and Brokerage Companies make their livings by earning commissions on what they sell. The more transactions they create, the more income they make. You may not feel confident knowing if the recommendation is what is in your best interest or theirs, and there is no law or standard that requires them to do so as long as the sale is suitable to your needs.
Federal law requires that Registered Investment Advisers and Investment Adviser Representatives be held to a strict Fiduciary Standard. This standard requires that we act only in your best interest and charging commissions has an inherent conflict of interest that we must avoid. Benchmarks for this standard require that we can prove that we have provided you with optimal investment choices as well as disclosing to you any potential interest or conflicts we might have in any of our recommendations.
Our fee-based accounts include:
401k’s and IRAs
Roth IRA’s
Non-Qualified, or Non-IRA Accounts
Wrap accounts
We are Ready to Serve You!
TradeWell Tax & Financial has a wide variety of professionals in-house to help the families we serve reach retirement in the most successful way possible.
Managed
Accounts
Our Managed Accounts offer you access to institutional type investing opportunities that are often reserved for the super-affluent. We have over 30 separately managed portfolios to help you meet your specific investment goals. If you are concerned about the protection and risk management of your current accounts, then a friendly meeting may be in order.
Your managed account is a customized portfolio generally of stocks, ETF’s and cash (or cash equivalents) that we actively manage and trade on a monthly basis. This tactical approach to investing can be very beneficial, as it allows us to balance portfolios continuously in order to make sure that your investment performance meets our strict criteria.
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Our History
About Mike Albertson
The Founder and CEO of Tradewell Tax & Financial, Mike is also a fee-based Investment Advisor Representative and Fiduciary who is required to put his clients’ interests before his own. In 2002 Mike entered into the financial services sector as a way to learn about people and help them.