Helping you do what you love most
If you are like most financial advisors, you entered the business to help investors create a roadmap to a secure retirement lifestyle. You understand that your time is best spent with clients working through challenges and listening to their concerns. What you may find is that too much of your time now is spent in front of the computer doing research on a myriad of investment products at the expense of time with clients and prospects. Weatherstone is here to help you get back to what you love doing. Weatherstone Capital Management is a tactical money manager approved to work with a growing number of the Country’s leading independent broker/dealers.
Weatherstone is unique in it’s long history of actual investment results whereas others may try using back-tested hypothetical returns in their offerings. With multiple bear and bull market cycles included, you and your clients will have a better experience with more predictable outcomes. In addition, Weatherstone manages several strategy offerings using their in-house investment committee as well as partnering with other money managers to offer your clients a multi-manager solution and the ability to mix and blend strategies all in one account. This provides diversification between management teams without the headache of multiple custodians or statements to keep track of.
- Keep you in front of clients and prospects by closely monitoring market conditions and assuming investment allocation decisions.
- Provide ongoing unsurpassed service to your office when you need it.
- Provide ongoing communication to advisors and clients during all market conditions
- Provide a more stable income stream that benefits clients through a fee-based approach as opposed to commissions.
Weatherstone assists advisors with the tools, technology and support necessary to manage and grow a successful fee-based practice. We can provide you with comprehensive online reporting, ongoing market commentary, podcasts, webinars, mobile apps and a proposal system.