Our clients gain exclusive access to a superior suite of investment accounts and money management services:

Customized Investment Portfolios

Waveland offers clients expert consultations for asset allocation and portfolio review. Your Waveland registered financial advisor will begin with a questionnaire designed to measure your risk tolerance. Our investment experts then analyze the results and recommend a model asset-allocation plan. Finally, we build a personalized portfolio using a variety of mutual funds and exchange traded funds (ETFs).

Cash Management Solutions

Our Managed Asset platform is designed for investors who may prefer to use a nationally acclaimed, professional money manager who concentrates on specific economic sectors. With this account, you gain affordable access to some of the most talented, experienced money managers in the country at initial investment levels that are below the typical minimum thresholds. You can even choose specialized managers to satisfy your unique needs and interests.

For more information on how Waveland’s asset management platforms can help you plan and manage your investment strategies, please contact your Waveland registered representative (info@wavelandgroup.com) for a confidential consultation.

Alternative Investments

Although most alternative investments are structured to be attractive to sophisticated investors, Waveland provides valuable differentiation with competing wealth management strategies through its strategic relationships, co-investing with other sophisticated investors, and meticulous attention to detail. Waveland believes that alternative investments, while generally underweighted in investors’ portfolios, are essential components of a well-planned modern portfolio. Exclusive access to the “best of class” opportunities in these alternative investment sectors is available to Waveland’s clients and advisors.