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.