Investment Management

During times of volatility and uncertainty, it is comforting to sit on the sidelines with your money in a safe place. But, if you wait for a period of extended calm before venturing out again, you may miss out on times of market recovery and lost opportunities can start to add up.

Wellington Adams Investment Advisory, LLC implements a team-oriented approach to investment management and has a client-focused culture that is fundamental to our investment process.

We understand that no two investors are alike. And, in order to help each client meet their financial goals, we work with numerous portfolio managers to create a customized investment strategy based on their investment goals.

Wellington Adams Investment Advisory, LLC provides portfolio solutions that incorporate several investment management philosophies:

  • Strategic
  • Tactical
  • Asset Allocation
  • Fixed Income

As a fiduciary, we have an obligation to ensure the appropriate products are chosen based on the clients’ best interest. Therefore, we develop a personalized asset allocation model based on each individual’s risk tolerance, objectives and financial needs. Our goal is to maximize investment returns through diversification of assets* and a disciplined investment philosophy combined with rigorous risk management.

We are fortunate to have a relationship with TD Ameritrade and all the thousands of funds available on their platform. You may recognize some of the key institutional and high net worth portfolio managers overseeing client funds that are shown below.

Market Reflections

 


 
 

 
 
Gradient Investments

 


 
 


 

*Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying securities, which can be found in the current prospectus.