By: Ambassador Wealth Management, LLC  07/03/2014
Keywords: Investment Management, Investments, Asset Allocation

Fee-based asset management services: -Access to some of the best investment managers in the world -Flexibility to choose separate account managers, mutual funds and exchange traded funds (ETF’s) -A truly long-term investment solution that does not chase the next “hot tip” or the latest fad -Asset allocation models featuring as many as 15 separate asset classes and market sectors, based on your specific goals and objectives -Daily monitoring of your account and Quarterly rebalancing of the investments -Freedom from the questionable business practices that plague the retail brokerage industry -No commissions, trading expenses or brokerage costs. Instead, just one low annual fee that is fully disclosed and completely transparent Full Service Brokerage – We provide access to a full range of investment choices including mutual funds, tax deferred annuities, alternative investments, taxable and tax free fixed income solutions

Keywords: Asset Allocation, Diversification, Investment Management, investment management companies, Investments

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Risk Management

Risk management is a big part of your overall financial plan. We'll help to make sure you're properly transferring and/or avoiding the major risk exposures that pertain to you.


Estate Planning

Certain strategies can be implemented to help achieve estate planning goals. While we can't provide legal and tax advice, we work with your specialist to ensure your financial plan is in line with your estate and tax goals.


Retirement Planning

We're here to help you make the right decisions to meet your retirement goals and prepare for what retirement will look like for you personally.


Financial Planning

A financial plan is the roadmap for each client's financial success, we offer a free consultation to determine if we're the right fit for you and your needs.

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Wealth Management

What We Do as Financial Advisors: 1. Set investment performance objectives and meet to discuss progress 2. Implement strategies to protect investments from downside risk 3. Disclose fees in an open conversation 4. Create a financial plan and keep it current 5. Keep current with technology for access and reporting 6. Coordinate and organize financial documents 7. Provide insurance solutions when applicable