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 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.

- 2020 WSI Firm Brochure ADV Part 2A 03/17/2021
​- 2020 John Weyhgandt / WSI Supplemental Brochure ADV Part 2B 03/17/2021
​- Privacy Notice 02/2021
Call Western States Investments to find out more about how Assets Under Management can work for your Retirement.

Call (951)371-7608 today!