Academic research and financial science lead the way in understanding risk and return in securities markets.
At McCartney Wealth Management, we utilize this research and science in the development of tax efficient, diversified portfolios for our clients.
We build customized portfolios using low-cost, diversified mutual funds that capture dimensions of expected return. We focus on asset allocation strategy that is consistent with the client’s investment objectives, risk tolerance and investment time horizon. We provide performance reports at least semi-annually and will hold review meetings with clients to discuss these reports at least annually.
Investment Management Options
We work with clients to align their assets with their long term goals. By combining our evidence based investment approach with goals based planning we build customized portfolios that are optimized to capture dimensions of expected return.
Minimum Investment: $500,000
We provide world class investment solutions while maintaining our low-cost, academic approach utilizing diversified ETFs. Automatic rebalancing allows for optimized, factor based approach while establishing and growing your wealth. Tax-loss harvesting is available to accounts established with over $50,000.
Our offering allows clients to establish an investment strategy based upon their risk tolerance as determined by a questionnaire.
We are different than other “Robo” advisors because you have full access to us as advisors, and no algorithm is selecting your investments.
This is a great solution for high accumulators without the current need for financial planning services.
Account minimum is $5,000
To get started, please click on the button below and make sure you enter our Advisor Code YRS2. The process is completely paperless. Once you complete the process at Charles Schwab’s website we will get a notification to approve the account, and your investment will begin.
