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Direct Investment Management
At Wolfpack Wealth Management, we craft personalized investment strategies that align with your unique financial goals, time horizon, and risk tolerance. Our investment management approach is grounded in data-driven research, employing both top-down and bottom-up analyses to identify opportunities aimed at delivering 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.
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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.
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.
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 Structure
Our Direct Investment Management Service is designed as a standalone option, perfect for clients who prefer a personalized, hands-on portfolio strategy without requiring Financial Planning. We customize your investment approach to align with your financial goals, risk tolerance, and personal values. If you are interested in Direct Investment Management services along with a complimentary ongoing Financial Plan for a flat advisory charge that is not based on Assets Under Management (AUM), we recommend exploring our Wealth Management Services.
As your fiduciary partner, we build and manage a customized portfolio of individual stocks, bonds, and other investments, continuously monitoring and adjusting it as your life evolves or the markets shift.
We use a transparent, tiered structure based on the average daily value of assets under management (AUM), ensuring you receive a level of service appropriate to your investment needs.
AUM-Based Relationship Structure: Annual advisory rates range from 0.35% to 0.85%, depending on the assets managed.
AUM | Annual Rate |
|---|---|
$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, a client with assets under management of $2,560,000 would be assessed an advisory rate of 0.65%.
The following example illustrates how the quarterly advisory amount is calculated:
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Average daily balance of the client's account(s) over the previous quarter: $2,550,000
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Calculation: (0.65% ÷ 4) x $2,550,000 = $4,143.75
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