Our wealth management process involves a thorough, precise and disciplined approach to investing. Your investment plan is based on your needs and customized to your goals and risk tolerance.
David White and Associates begins by identifying, quantifying and prioritizing your investment goals. We determine and articulate short-term, intermediate-term and long-term objectives. These goals are based on your personal needs, time horizon, liquidity preferences and risk tolerance.
Our approach is to design each portfolio to meet the unique needs and goals of our clients. We plan a comprehensive investment strategy for your portfolio that takes into account our analysis of current market and global economic conditions. Our investment professionals will select and monitor portfolio managers who focus on a specific market sector or investment style.
Our risk analysis process is intended to identity and recommend only those investments that are appropriate for your risk tolerance level. It’s important to us that you are comfortable with the risk/return level of your portfolio.
We diversify your portfolio globally as well as by investment style, industry, and asset class. By combining the benefits of professional wealth management with a customized asset allocation strategy, we help you minimize risk while maximizing the opportunity for reward.
We use a wide variety of fund families, including; Fidelity, Vanguard, American Funds, Oppenheimer, T. Rowe Price, Dimensional Fund Advisors and Dodge and Cox to name a few.
Various fixed and variable annuities* for investing and tax sheltered growth... Annuities include: Ameritas Life Insurance Corp, ING, American Legacy, MetLife.
Stocks & Bonds*
We provide full service brokerage opportunities through Fidelity's brokerage house-National Financial Services, LLC. This includes the purchase and sale of Stocks, Bonds, and Limited Partnerships.
Alternative investments generally include long-term investments in limited partnerships or corporations investing in businesses such as Real Estate, Equipment Leasing, or Energy Exploration and Development.