Broker Check

Wilde Wealth Difference

The number and diversity of investment choices available today are simply staggering. The days of simply buying and holding a portfolio of stocks, bonds, or mutual funds are long gone. Now, you must choose from dozens of asset classes with broad diversification that may help protect your portfolio against today's extreme market volatility.

Wilde Wealth Management Group has been consistently recognized by Barron's as one of Arizona's Top Advisors*. The Wilde Wealth Capital Preservation and Growth Strategy™ is a discretionary asset management program that allows us to pro-actively manage your account as investment advisor representatives of Cetera Advisors LLC. Here is a look inside our investment strategy.

3-Step Investment Management Process

  • Step 1: Create portfolios based on asset and sector classes believed to be in a long-term uptrend – identify and capitalize.
  • Step 2: Monitor and evaluate non-proprietary investment vehicles for utilization in your portfolios.
  • Step 3: Utilize multiple quantitative analysis tools to optimize our buy/sell decision-making process.

Asset Classes and Sectors

Using our managed account, you'll gain access to a broadly diversified list of asset classes and investment sectors. Since our worldwide economy is dynamic, this list of investment options changes on a regular basis. We are continuously monitoring the investment landscape to try to identify tomorrow's winners today. Here are just a few examples of asset classes and investment sectors that are part of our investing universe.

  • Preferred stocks
  • Large capitalization stocks
  • Emerging market securities
  • Market neutral strategies
  • Convertible bonds
  • Treasury Inflation-Protected Securities
  • Municipal bonds
  • High-yield bonds
  • Corporate bonds
  • Government securities
  • Precious metals
  • Managed futures
  • Master limited partnerships
  • Energy
  • Agriculture

Risk Management

The recent turmoil in the worldwide financial markets has reiterated the need for diligent risk management. Our Capital Preservation and Growth Strategy™ allows us to more effectively monitor the risk level in the market. When we believe the risk is too high, we have the capability to take action to try to mitigate that exposure on your behalf.

As investment analyst Louise Yamada said, "There are two kinds of losses. A loss of capital and a loss of opportunity; but there will always be another opportunity if you protect capital." We are very conscious of trying to protect your money through diversification strategies during times of anticipated negative volatility. That way, we will have capital to invest when new opportunities arise.

We are excited about the opportunity to serve you. We believe this partnership will help maximize your investment results while offering the personalized service you've come to expect.

*Barron’s Top 1200 Financial Advisors: Listing in this publication is not a guarantee of future performance or success. Over 4,000 advisors who wish to  be ranked fill out a 102 question survey about their practice, data is verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenue generated for the firms, and the quality of the advisor’s practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. The recognition should not be construed as an endorsement of the advisor by any client.