Wolfpack Investment Management - Investments That Help Maximize Your Goals

Direct Investment Management

At Wolfpack Wealth Management, we specialize in creating investment strategies tailored to your financial goals, time horizon, and risk tolerance. Our investment management approach is rooted in data-driven research, utilizing both top-down and bottom-up analysis to select investments that we believe will deliver strong long-term returns.

While we cannot provide personalized advice on our website, we encourage you to contact us for a complimentary Financial Assessment.

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Strategic Asset Allocation

We create a diversified portfolio of assets that is designed to maximize returns and minimize risk.

We develops an asset allocation strategy based on your investment goals, risk tolerance, and investment time horizon.

Top-Down Focus Approach - Wolfpack Investment Management

Investment Selection

We use a disciplined investment process to select individual securities, mutual funds, ETFs, and other investment vehicles.

We carefully consider factors such as expense ratios, management charges, and liquidity to select investments that meet our rigorous standards.

Quantitative Analytics - Wolfpack Investment Management

Ongoing Monitoring

We continuously monitor markets and provide adjustments as needed to keep it aligned with your investment objectives.

We keep you informed about market trends, economic events, and other factors that could impact your investment portfolio.

Diversification - Wolfpack Investment Management

Diversified
Investments

Diversification increases returns while decreasing risk.

Portfolios with different asset classes such as cash, stocks, bonds, international exposures and alternatives have a much better opportunity for a positive return.

Direct Investment Management Pricing

Our Direct Investment Management Services (also known as direct portfolio management services) are designed for clients who prefer to have their investments managed by us.

We work with you to develop a customized investment strategy and build a portfolio of individual stocks, bonds, and other securities that align with your financial goals and risk tolerance. We continuously monitor and adjust your portfolio as needed to align it with your investment objectives.

We operate on a tiered schedule, taking the daily average of assets under management (AUM), ensuring you receive the best value and service appropriate for your level of investment.

AUM Charge: 0.35% - 0.85%

AUM	Annual Charge
$0 - $2.5M	0.85%
$2.5M - $5M	0.65%
$5M - $10M	0.45%
$10M - $25M	0.50%
$25M - $50M	0.45%
$50M - $100M	0.40%
$100M+	0.35%

(M = Million)

For example, for assets under management of $2,560,000, a client would pay 0.65%.

The following calculation determines the quarterly charge:

Average daily balance of the client's account(s) over the previous quarter: $2,550,000
- Calculation: (0.65% ÷ 4) x $2,550,000 = $4,143.75

Direct Investment Management Cost Calculator

Use our calculator to estimate the annual and quarterly costs of managing your investments based on your average daily AUM. Get transparent cost assessments for better financial planning.

(For example: enter 275000 for $275,000)

Direct Investment Management Process

Step 1: Complimentary Assessment

This 30-minute meeting lets us ensure your situation matches our knowledge and experience.

Ready to move forward?

We encourage you to reach out to us for a Free Financial Assessment.

Step 2: Complete the Investor Risk Profile

You will fill out the Investor Risk Profile that will ask you questions regarding your risk tolerance, time horizon, and any limitations. The information will help tailor our strategy meeting as we work together to gain more knowledge of your situation.

We will require the following account details (if applicable):

Investment account statements
Retirement account statements

The more details you provide, the better we can help.

Step 3: Sign The Agreements & Custodian Paperwork

You will sign the agreements allowing us to begin working on your personalized Investment Policy Statement. Also, any paperwork that is needed with the custodian shall be signed.

Step 4: Strategy Meeting

Just like when you go to a doctor to diagnose an issue, they prescribe a solution after they know your situation. We do the same when it comes to your financial situation.

We use the information from the Investor Risk Profile as it will help tailor this 1-hour strategy meeting as we work together to gain more knowledge of your situation.

We will dig deeper into your goals, needs, and any concerns you may have.

Step 5: Developing Your Investment Policy Statement (IPS)

Based on the risk tolerance score, the IPS is a written plan that provides direction and guidance for your customized portfolio that is optimized to meet your investment goals and objectives. We create a diversified portfolio with ideal weights and distribution between cash, stocks, bonds, international exposure, and alternatives.

Step 6: Sign The Investment Policy Statement (IPS)

Once client approved, we begin to invest your funds based on the IPS. The objective is to achieve the benefits of diversification to minimize risk.

Step 7: Ongoing Investment Management Monitoring

We will provide ongoing monitoring, modify your investments accordingly and implement the changes as we have discretion. We will comply with your customized IPS as your personal investment plan.

Step 8: Check-in Progress Review

After becoming a client, we hold review meetings to discuss progress and any new significant changes to your goals, objectives, constraints, or circumstances.

We will also reach out to our clients to reevaluate goals, decisions, and upcoming life events.

You are no longer alone!