Investment Strategy

At Weinberger Asset Management, we embrace that the financial goals and needs of our clients are as diverse as the clients themselves. We provide tailored advice and portfolios for each client's time horizon, risk tolerance, experience, and investment objectives.

Our strategy is founded on capital preservation and growth through asset allocation and best in class securities selection. We practice portfolio management responsive to the client’s specific financial objectives. This takes into account such things as risk tolerance, lifestyle, dependents, educational needs, healthcare, retirement and special circumstances. A customized asset allocation model is constructed for each client using stocks, exchange traded funds (ETFs), no-load mutual funds and bond investments. Once a strategy has been determined, agreed upon, and implemented, we continue to monitor and update the plan and securities to make sure they conform to the client’s goals and objectives.