An array of investment strategies
Managing Wealth Through a Well-Reasoned Approach
Our objectives for our clients are to help preserve capital, achieve a reasonable rate of return and outpace the erosive effects of inflation and taxes.
We assess your current financial picture, make recommendations for moving forward and explain our strategic, disciplined and consistent approach to the investment process.
We provide asset management services to individuals and institutions and remain committed to developing and following a disciplined investment process – the key to helping to improve your return potential.
We know that asset allocation among cash, equity, fixed income and alternatives is one of the most critical decisions in the investment process. Focusing on corporate fundamentals and technical trends is an effective way to pursue investment goals.
VALUES BASED Investing – Many clients would love to match their personal values with their personal investments. Old beliefs that investing with a filter of socially responsible factors requires giving up performance are fading quickly.
Invera Wealth Advisors can help design your portfolio to match your personal values – environmental, social or political. We conduct our traditional robust fundamental and technical analysis and overlay that research with an additional filter based on ESG metrics.
Investing involves risk and you may incur a profit or loss regardless of the strategy selected. Sustainable/Socially Responsible Investing (SRI) considers qualitative environmental, social and corporate governance, also known as ESG criteria, which may be subjective in nature. There are additional risks associated with Sustainable/Socially Responsible Investing (SRI), including limited diversification and the potential for increased volatility. There is no guarantee that SRI products or strategies will produce returns similar to traditional investments. Because SRI criteria exclude certain securities/products for non-financial reasons, investors may forego some market opportunities available to those who do not use these criteria. Investors should consult their investment professional prior to making an investment decision.