facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Discretionary Investment Management

“People who want to build wealth need to know that an investment philosophy and process are critical to any long-term investment strategy.” – Albert P. Herzog III, MBA, ChFC, CFP®, Founder & Director

With Executive Wealth Management’s proprietary ProTactical™ approach, Clients know that they can be up at one level of risk and very gradually reduced in a disciplined process that is mathematically driven. Discretionary investment management provides a disciplined approach to investment decisions according to a plan which a client has agreed to and signed.

“When clients are looking at their portfolios and they're seeing the markets move in a very negative fashion, or even in a positive fashion, we want to make sure that we're taking advantage of the market environment—we're building we're defending or advancing that strategy.” – Michael Chechel, Managing Director, Private Wealth Advisor

Want to learn more about discretionary investment management? Talk with an EWM team member today.