Investment Management

Investment Management Services

We manage each of clients assets with their specific financial goals and situation foremost in mind. Our asset allocation approach, developed and refined over the past decades, does not appeal to gamblers or those speculators who want to "play the market." We work best with people who understand that wealth is not created overnight nor is it preserved by accident. Long term success is attained not by leaping forward today only to stumble back tomorrow. Yet even the most conservative investor must understand that the only safe investment is one that protects capital from the twin threats of inflation and taxes. A slow loss of purchasing power and lifestyle to these constant enemies is ultimately as disabling to your financial future as immediate losses.

We believe that by putting your eggs in a number of carefully selected baskets, each chosen to play a specific part in meeting your objectives, your chances of success are increased. Most importantly, wealth is only one ingredient in the definition of personal success. We work to make sure that your financial plan provides a solid base for your more important life goals.

Asset Allocation

MWBoone and Associates utilizes asset allocation as its primary portfolio strategy. Asset allocation is a method of investing that takes into account a long term outlook and strategy. By spreading your investments across different asset classes - like stocks, bonds, and cash equivalents - your portfolio is able to participate in a variety of market sectors while reducing overall risk. While it is acknowledged that no single investment approach can guarantee success, asset allocation can temper the ups and downs of market performance and can increase the opportunity to enhance overall portfolio returns.

Our asset allocation approach has been developed and refined over two decades and derives from the understanding that the only “safe” portfolio is one that protects capital from the twin threats of inflation and taxes in addition to investment loss. A slow loss of purchasing power from your lifestyle to these constant enemies is ultimately as disabling to your financial future as immediate losses are. We believe that by putting your eggs in a number of carefully selected baskets, each chosen to play a specific part in meeting your objectives, your chances of success are increased. Our diversification strategy utilizes “best in breed” portfolio managers in addition to world class intelligence, research, and comprehensive investment tools. This allows us to carefully allocate your assets, monitor them regularly and make changes accordingly.

Our private fee-only investment management services

Ideal for the investor interested in premium services but not interested in paying a commission. Over $15 billion dollars are currently managed in the "SAM" program which is offered through the Registered Investment Advisor of LPL Financial, member FINRA , SIPC.

We utilize stocks, bonds, mutual funds and other investments in putting together actively managed, diversified portfolios. Unlike most other advisory programs, we offer thousands of funds, including load funds on a no-load basis and institutional class shares which typically require $5 million dollars but have waived their minimum requirement for our clients. Stocks and bonds are purchased with little or no transaction fees.

Because we are independent of investment banks, insurance companies or banks, we have the freedom to offer our clients the best investments we can find. There are many conflicts of interest inherent in representing the issuer of securities and the buyer at the same time. We do not have those conflicts as our client is our only employer. Our minimum portfolio size is $250,000 and we offer fee reductions at $1,000,000 and $5 million. For portfolios of greater than $10,000,000 rates are negotiated. Our typical management fee is 1.0% of assets; lower for the most conservative accounts, and higher for smaller and more aggressive objectives.

Investment Management