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Advanced Strategies – Blending Styles

Client Centered

In many cases choosing a single investment style isn’t that simple, often people have money set aside for different goals with different risk levels. This can add complications when selecting a portfolio, “I have multiple styles and goals.”


At FWA you have the opportunity to blend styles and objectives within the same account or at the household level.

Let’s take a closer look.

  • Jim & Sue each have an IRA with different management styles within their own preferences and comfort levels.  The also have a joint account with yet another management style and lower risk level.
  • In this scenario each account and person have their individual preferences met, while the overall household remains on track for their retirement goal at a Moderate 55IRN.  It’s a triple win.  This is made possible by the flexible structure of the FWA Portfolio Platform.
Client Centered

For larger or more complex situations we offer even more flexibility (minimums may apply).

Let’s take a closer look.

  • In this scenario, each account has multiple styles to customize the clients experience while still maintaining the overall household risk level needed to provide for their retirement goals. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

The above scenarios are a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.