{"id":15,"date":"2017-07-26T16:35:38","date_gmt":"2017-07-26T21:35:38","guid":{"rendered":"http:\/\/gpswp.com\/wellingtonadams-2\/?page_id=15"},"modified":"2022-10-10T14:16:20","modified_gmt":"2022-10-10T19:16:20","slug":"investment-management","status":"publish","type":"page","link":"https:\/\/gpswp.com\/wellingtonadams-2\/investment-management\/","title":{"rendered":"Investment Management"},"content":{"rendered":"<div class=\"justify\">\n<p>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.<\/p>\n<p><a class=\"vimeo\" href=\"www.vimeo.com\/277290977\"><img loading=\"lazy\" class=\"gutter-left img-responsive alignnone wp-image-192 size-medium\" src=\"https:\/\/gpswp.com\/wellingtonadams-2\/wp-content\/uploads\/sites\/518\/wellingtoninvestmentweb.jpg\" alt=\"\" width=\"300\" height=\"168\"><\/a><\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<p><strong>Wellington Adams Investment Advisory, LLC provides portfolio solutions that incorporate several investment management philosophies:<\/strong><\/p>\n<ul>\n<li><strong>Strategic<\/strong><\/li>\n<li><strong>Tactical<\/strong><\/li>\n<li><strong>Asset Allocation<\/strong><\/li>\n<li><strong>Fixed Income<\/strong><\/li>\n<\/ul>\n<p>As a fiduciary, we have an obligation to ensure the appropriate products are chosen based on the clients\u2019 best interest. Therefore, we develop a personalized asset allocation model based on each individual\u2019s 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.<\/p>\n<p>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.<\/p>\n<\/div>\n<h3>Market Reflections<\/h3>\n<div id=\"gi-market-commentary\">\n\t<div v-if=\"loading\">Loading...<\/div>\n\t<div v-else>\n\t\t<ul v-if=\"articles\">\n\t\t\t<li v-for=\"article in articles\">\n\t\t\t\t<a :href=\"'https:\/\/gradientinvestments.com\/about\/market-commentary\/' + article.id\">\n\t\t\t\t\t{{ article.title }}\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t<\/ul>\n\t<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<div class=\"row \">\n<div class=\"col-md-6\"><img loading=\"lazy\" class=\"alignleft size-full wp-image-306\" src=\"https:\/\/gpswp.com\/wellingtonadams-2\/wp-content\/uploads\/sites\/518\/Picture1.png\" alt=\"\" width=\"156\" height=\"39\" srcset=\"https:\/\/gpswp.com\/wellingtonadams-2\/wp-content\/uploads\/sites\/518\/Picture1.png 156w, https:\/\/gpswp.com\/wellingtonadams-2\/wp-content\/uploads\/sites\/518\/Picture1-150x38.png 150w\" sizes=\"(max-width: 156px) 100vw, 156px\" \/><br>\n&nbsp;<br>\n&nbsp;<br>\n<img loading=\"lazy\" class=\"alignleft wp-image-308\" src=\"https:\/\/gpswp.com\/wellingtonadams-2\/wp-content\/uploads\/sites\/518\/Picture31png.png\" alt=\"\" width=\"200\" height=\"48\" srcset=\"https:\/\/gpswp.com\/wellingtonadams-2\/wp-content\/uploads\/sites\/518\/Picture31png.png 266w, https:\/\/gpswp.com\/wellingtonadams-2\/wp-content\/uploads\/sites\/518\/Picture31png-150x36.png 150w\" sizes=\"(max-width: 200px) 100vw, 200px\" \/><br>\n&nbsp;<br>\n&nbsp;<br>\n<img loading=\"lazy\" class=\"alignleft size-full wp-image-384\" src=\"https:\/\/gpswp.com\/wellingtonadams-2\/wp-content\/uploads\/sites\/518\/GI-Logo-e1509466055413.png\" alt=\"Gradient Investments\" width=\"299\" height=\"70\"><\/div>\n<p>&nbsp;<\/p>\n<div class=\"col-md-6\"><img loading=\"lazy\" class=\"alignleft wp-image-307\" style=\"margin-bottom:1em;\" src=\"https:\/\/gpswp.com\/wellingtonadams-2\/wp-content\/uploads\/sites\/518\/Picture2-300x176.png\" alt=\"\" width=\"200\" height=\"117\" srcset=\"https:\/\/gpswp.com\/wellingtonadams-2\/wp-content\/uploads\/sites\/518\/Picture2-300x176.png 300w, https:\/\/gpswp.com\/wellingtonadams-2\/wp-content\/uploads\/sites\/518\/Picture2-150x88.png 150w, https:\/\/gpswp.com\/wellingtonadams-2\/wp-content\/uploads\/sites\/518\/Picture2.png 331w\" sizes=\"(max-width: 200px) 100vw, 200px\" \/><br>\n&nbsp;<br>\n&nbsp;<br>\n<img loading=\"lazy\" class=\"alignleft wp-image-309\" src=\"https:\/\/gpswp.com\/wellingtonadams-2\/wp-content\/uploads\/sites\/518\/Toews-Logo-solo-300x72.jpg\" alt=\"\" width=\"200\" height=\"48\" srcset=\"https:\/\/gpswp.com\/wellingtonadams-2\/wp-content\/uploads\/sites\/518\/Toews-Logo-solo-300x72.jpg 300w, https:\/\/gpswp.com\/wellingtonadams-2\/wp-content\/uploads\/sites\/518\/Toews-Logo-solo-150x36.jpg 150w, https:\/\/gpswp.com\/wellingtonadams-2\/wp-content\/uploads\/sites\/518\/Toews-Logo-solo-768x184.jpg 768w, https:\/\/gpswp.com\/wellingtonadams-2\/wp-content\/uploads\/sites\/518\/Toews-Logo-solo-1024x246.jpg 1024w\" sizes=\"(max-width: 200px) 100vw, 200px\" \/><\/div>\n<p><\/div><br>\n&nbsp;<\/p>\n<p class=\"justify gi-disclosure\">*<em>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.<\/em><\/p>\n\n\n<br>\n<p>\n<small>\n<i>\nThis endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC.  A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor\u2019s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.<\/i>\n<\/small>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Investment Management - Wellington Adams Investment Advisory, LLC<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment Management - Wellington Adams Investment Advisory, LLC\" \/>\n<meta property=\"og:description\" content=\"During times of volatility and uncertainty, it is comforting to sit on the sidelines with your money in a safe place. 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