Portfolio Management

PORTFOLIO MANAGEMENT ▪ ASSET MANAGEMENT ▪ INVESTMENT MANAGEMENT ▪ WEALTH MANAGEMENT ▪ RETIREMENT PLANNING ▪ FINANCIAL PLANNING ▪

 

Discover Opportunities and Minimize Risk

A single creed drives Wind River Wealth Advisors' investment management and portfolio management decisions: discover opportunities and minimize risk for all portfolio management decisions.  My 35+ years of experience navigating market cycles and economic changes have taught me a consistent and disciplined approach to managing money and is the key to long term success.  Every investment considered for clients should meet the four spokes in a wheel: Philosophy, Process, Performance, and People.

 

“Successful people keep moving.  They make mistakes, but they don’t quit.”
 – Conrad Hilton

 

Wendy Nelson of Wind River Wealth Advisors offers:
Portfolio Management, Asset Management, Investment Management, Wealth Management, Retirement, and Financial Planning.

 

wind river wealth advisors, Wendy Nelson, services include financial planning, investment management, wealth management, retirement planning, financial planning, asset management, portfolio management, as judiciary financial advisor in CO and WY we put your needs first
Wendy nelson CEO of Wind River Wealth Advisors, services include, portfolio management, asset management, investment management, wealth management, retirement planning, and financial planning

Portfolio Management Philosophy

Philosophy understands how the investment exists and, more importantly, the method by which it makes money. There are 2,800 companies on NYSE alone, but not every company is worthy of investing.  ETFs (Exchange Traded Funds) now account for over 30 percent of all US trading; however, many do not have enough liquidity to continue.  We screen and focus only on the most capitalized companies and funds for our client portfolios.

Portfolio Management Process

The process involves day to day management.  We follow a detailed portfolio construction methodology, screening processes, with buy and sell discipline.  Our portfolios are always diversified both within and across asset classes.  We can rebalance portfolios quarterly, so one holding is never too much weight in our portfolios.  We utilize tax management programs to reduce capital gains or eliminate them entirely.

Portfolio Management Performance

Portfolio Management Performance should be in context with the client's objectives and risk tolerance.  Both risk and reward are consequential to every client and mean the difference in meeting goals and expectations.  Performance should be measured net of costs, and clients should see results compiled against relevant benchmarks.

People

People who run a company, fund, or another investment vehicle can truly differentiate themselves from mediocrity.  The people, including our team, must be strong to face challenges, have an insatiable curiosity for discovery, and adapt to ever-changing times.  Above all else, integrity and honesty cannot be compromised and should be reflected in those who hold it daily.

“The sillier the market’s behavior, the greater the opportunity for the businesslike investor.”
 – Warren Buffett

 

Your Rights Under SIPC Protection | FINRA.org

Contact Wind River Wealth Advisors

Contact Our offices In Colorado or Wyoming

 

EXCELLENCE • INTEGRITY • INNOVATION • PERSONALIZATION

Set Up A FREE "Lets Gets Acquainted" Meeting

 

wind river wealth advisors, Wendy Nelson, services include financial planning, investment management, wealth management, retirement planning, financial planning, asset management, portfolio management, as judiciary financial advisor in CO and WY we put your needs first

 

PERSONALIZATION - Our professional dynamic approach is Knowledgeable, Comprehensive, Complete, and Innovatively Built Just for you.

wind river wealth advisors, Wendy Nelson, services include financial planning, investment management, wealth management, retirement planning, financial planning, asset management, portfolio management, as judiciary financial advisor in CO and WY we put your needs first

 

EXCELLENCE - A distinctive Personal approach, backed by our Knowledgeable qualifications create Beneficial Investment Strategies for Your Success

wind river wealth advisors, Wendy Nelson, services include financial planning, investment management, wealth management, retirement planning, financial planning, asset management, portfolio management, as judiciary financial advisor in CO and WY we put your needs first

 

RETIREMENT - We weave Expert retirement consulting directly into our Retirement Planning and Investment Management for Retirement

Schedule a Meeting With Wendy Nelson, CEO

Schedule a Personal One-on-one

 

FINANCIAL PLANNINGPORTFOLIO MANAGEMENT WEALTH MANAGEMENT

 

Contact Wind River Wealth Advisers To Help Make Your Financial Goals A Reality.

 

Wind River Wealth Advisors is an Independent Financial Advisory Firm in Colorado, and Wyoming that provides comprehensive wealth management to meet your dreams.  Our mission is to provide efficient investment strategies for individuals to help them grow and protect their money with confidence and planning.

As fiduciaries Wind River Wealth Advisors are legally obligated to give you advice that's in your best interest.