We take the time to help our clients learn about wealth management. |
We take the time to help our clients learn about wealth management. |
Once we fully understand your specific situation, we begin to build a plan to suit your needs. Asset classes fall under five broad categories:
Initially, we identify a broad set of diversified asset classes to serve as the building blocks for your portfolio. Our approach also evaluates each asset class on its potential for capital growth and income generation, volatility, correlation with the other asset classes (diversification), and inflation protection.
Research¹ has consistently found the best way to maximize returns across every level of risk is to combine asset classes and allow individual securities to generate alpha. |
direct wealth advisors8900 Indian Creek Parkway, Bldg. 6, Suite 220
Overland Park KS 66210 Office: 913-222-1460 Fax: 913-222-1461 Brian Direct: 913-222-1462 Clayton Direct: 913-222-1463 Em. Info@directwealthadvisors.com |