The core of what our firm does is centered around intelligent portfolio management solutions. We would like nothing more than to help you take your money and grow it as quickly and safely as appropriate. Account types include traditional brokerage accounts, IRAs (SEP, Trad. and Roth), and rollover IRAs.
Our actively managed portfolio consists of a “techni-mentals” approach to stock picking. Instead of broad-based index investing, we look at companies that have been beaten down by the market but have healthy balance sheets, healthy margins, and are overall good businesses. We investigate why the market has turned against them, and if the reason is short-lived or trivial, we will buy stock in that company, waiting for a turnaround. When the turnaround occurs, we use our proprietary in-house system to exit the position. This allows for capital to be re-deployed elsewhere as quickly as possible. You could call this a “buy the undeserved dip” strategy.
We also offer more traditional portfolios that are still actively managed but to a lesser degree. See offerings below:
The Golden Butterfly Portfolio is built on the idea of economic risk parity, though the Golden Butterfly Portfolio tilts the assets towards prosperity with an additional allocation to small cap value.
While to some that may seem like a trendy choice destined to underperform, the data reveals that the Golden Butterfly is one of the best risk-adjusted portfolios out there, pairing the famous consistency of the Permanent Portfolio and the growth rates of far more aggressive options. With a tight band of growth paths that are helpful for future estimates and notably high withdrawal rates that are great for retirees, it’s a particularly dependable portfolio option suitable for both accumulators and retirees alike.
The Enhanced Classic 4 Portfolio is designed to offer a more stable performance matrix than the Classic 4 (Domestic Stock, International Stock, Intermediate Bonds, and Real Estate). The portfolio adds complementary components for each type to boost returns and minimize risk.
The end result is a more balanced portfolio than a traditional 4-asset foundation. Featuring high returns and healthy withdrawal rates, it’s a good portfolio choice for investors in the accumulation stage and retirees in the distribution stage.
In addition to Portfolio Management, we also offer the following other services to help you grow and stabilize your financial future and ensure your success. If you’d like more information about any of the following, please book a consultation session to discuss further.
Planning and Budgeting
We enjoy working with our planning and budgeting clients to find a balance between what’s coming in and what’s going out. We opt for a simple approach and easy-to-use tools to accomplish your goals. This service is available to families, individuals, and small businesses
Retirement Income Streams and Generational Wealth Building:
If you are retiring soon, one option available to you is to create a stream of income to carry you through retirement without depleting your principle. This allows for a generational transfer of wealth to your heirs, allowing for additional wealth accumulation for the next generation or a philanthropic gift to causes that are near and dear to your heart.
Trade Coaching:
Having been in capital markets for many years, we know the ups and downs of active trading, be it stock, options, futures, or forex. If you’re struggling with consistency, trading plans, entries, exits, timing, allocation, or all of the above, we can help you improve and find profitability.
Disclaimers (Please see Disclaimers page for additional disclaimers)
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Williamson Asset Management LLC (WAM LLC) and its members, officers, directors, owners, employees, agents, representatives, suppliers and service providers (collectively “(WAM LLC)”) provides this website (the “Site”) for informational purposes only. Use of and access to the Site and the information, materials, services, and other content available on or through the Site (“Content”) are subject to these terms of use and all applicable laws.
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The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our Site constitutes a solicitation, recommendation, endorsement, or offer by WAM LLC or any third party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.
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INVESTMENT RISKS
There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.
