logo

How We Invest

At Managed Wealth Advisors, our approach to investing your money is clear and focused. We manage portfolios with a blend of equities, derivatives (such as options), closed-end mutual funds, and exchange-traded funds (ETFs). Here’s a straightforward breakdown of our investment process:

Founded in 2010, Managed Wealth Advisors has been dedicated to providing personalized investment management services, with $37 million in assets under management as of the end of 2023.

Integrity

We prioritize ethical practices and transparency in all our dealings, ensuring trust is the foundation of our client relationships.

Security

Partnering with reputable custodians, we safeguard your investments while maintaining the utmost transparency and accountability.

Strategy

Our investment strategies are tailored to each client's goals, utilizing tactical asset allocation to navigate market dynamics.

Performance

We strive for consistent performance by making informed decisions aimed at achieving long-term financial success for our clients.

What makes us different?

At Managed Wealth Advisors, our investment process is meticulously designed around the individual needs and objectives of each client. Starting with a comprehensive understanding of your financial goals and risk tolerance, we craft a personalized investment strategy using tactical asset allocation. This approach enables us to dynamically adjust your portfolio in response to evolving market conditions, aiming to optimize returns while managing risk. Our portfolios are diversified across various asset classes, including equities, derivatives (such as options), closed-end mutual funds, and exchange-traded funds (ETFs), to provide a balanced mix of growth potential and income generation. We entrust your assets to reputable custodians like Charles Schwab, ensuring safety and transparency. With the authority to manage portfolios on a discretionary basis, we are equipped to act swiftly and decisively to protect and grow your investments, always with your long-term financial success as our guiding principle.

  • The Golden Rule

    One should treat others as one would like others to treat oneself. Having the

    trust in your investment advisor is paramount when your financial securities are being managed. The following personal pledges outline our code of ethics and are the cornerstone of our business, a business which is built on fairness, objectivity, honesty and integrity.

  • Fiduciary Duty

    We pledge to hold the client's interest above our own in all matters. We will  disclose ANY conflicts of interest and clearly and accurately describe those conflicts and how we  will maintain impartiality in the recommendations to our clients. We will always act in the best  interests of our clients. 

  • Confidentiality

    We pledge to protect the confidential information of our clients, including the  amount of money under management and the returns of those accounts. Any information that our  clients provide us is for professional use only. If a client decides to terminate their agreement, we  will continue to adhere to these privacy policies and practices unless otherwise required by law to  disclose. 


  • Suitability

    We pledge to build your portfolio with suitable investments based on the client's  investment objectives; financial situation and other factors such as liquidity needs and risk  tolerances. 

  • Accessibility

    We pledge to always be available to our clients by promptly answering all inquiries and addressing all issues and concerns in a professional and courteous manner. All of our clients  are treated with the same due diligence, regardless of the size of their portfolio. 

  • Education

    We pledge to help every client develop a clear understanding of the reasoning behind  strategies used in managing their accounts. We will present information to our clients to allow  them to make informed decisions. We also pledge to continue the learning process throughout  our careers so as to maintain a high level of professional competence. 

  • Compensation

    We pledge to help every client develop a clear understanding of the reasoning behind  strategies used in managing their accounts. We will present information to our clients to allow  them to make informed decisions. We also pledge to continue the learning process throughout  our careers so as to maintain a high level of professional competence. 

Our Code of Ethics

Share by: