ASSETS UNDER MANAGEMENT
Our Assets Under Management has flexible options to meet your needs & goals.
Your Portfolio will be created according to your likes for: Growth, Return, the Amount of Protection you desire & the Amount of Risk that you are willing to bear.
As examples, we offer a Tactical Growth Opportunities and Captial Preservation options, along with many other percentage mixed products based on your tolerance to better manage risk (downside volatility) as well as low, moderate and aggressive growth (upside potential) options.
Schedule an appointment and we will discuss your Purpose, your Goals, your timeline for Retirement, desired Retirement Income needs, risk tolerance and other suitability items to best create your financial plan scenario to meet your objectives and fulfill your dreams.
Your Portfolio will be created according to your likes for: Growth, Return, the Amount of Protection you desire & the Amount of Risk that you are willing to bear.
As examples, we offer a Tactical Growth Opportunities and Captial Preservation options, along with many other percentage mixed products based on your tolerance to better manage risk (downside volatility) as well as low, moderate and aggressive growth (upside potential) options.
Schedule an appointment and we will discuss your Purpose, your Goals, your timeline for Retirement, desired Retirement Income needs, risk tolerance and other suitability items to best create your financial plan scenario to meet your objectives and fulfill your dreams.
Assets under management - disclosures
Download our Investment Advisor Disclosures (ADVs) & Privacy Notice for your review.
- 2023 WSI Firm Brochure ADV Part 2A 03/07/2023
- 2023 John Weyhgandt Supplemental Brochure ADV Part 2B 03/07/2023
- Privacy Notice 02/2022
- 2023 WSI Firm Brochure ADV Part 2A 03/07/2023
- 2023 John Weyhgandt Supplemental Brochure ADV Part 2B 03/07/2023
- Privacy Notice 02/2022
Call Western States Investments to find out more about how Assets Under Management can provide you with the needed Retirement and Income that you can fully enjoy.
Call (951) 371-7608 today!
Call (951) 371-7608 today!
