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FWA Objective Based Investment Programs
Investment Programs Designed around your Goals

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Ultra-Conservative

During times of uncertainty many investors choose to hold extra cash. Cash and cash equivalents have historically provided very little returns when compared to other investment choices.

At FWA we have portfolios with an artful blend of risk vs return investments. These portfolios are designed to accommodate the more conservative investors desire to have access to their funds while still offering the potential for a better return than traditional banking products.


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Income

Some investors prefer to receive current income from their investments. We offer programs designed to provide a competitive return on principle in the form of a monthly or quarterly check auto deposited directly into your bank acct.

These Income programs offer a hands free approach to receiving regular income without the hassles of collecting rent or managing investments. We do it all for you, we even provide consolidated tax documents to make tax preparation easy.


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Growth and Income

For investors with a longer time horizon there can be the need to grow your nest egg to keep up with the rising costs of inflation, while still producing some current income along the way.

These programs can offer the dual benefits of potential long term growth coupled with a regular income.


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Growth

Longer term investors may benefit from Growth programs. Over time, high quality well managed growth investments can potentially increase the value of an investor’s portfolio.

These programs are available in various degrees of risk, from Moderate to Ultra Aggressive. If you have the desire to grow your nest egg and don’t mind the extra risk this program may be for you.