Discover Opportunities and Minimize Risk
A single creed drives Wind River Wealth Advisors' investment 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, which 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.
Portfolio Management Philosophy
Philosophy understands how investment exists and, more importantly, the method by which it makes money. There are 2,800 companies on NYSE alone, but only some companies are worth investing in. ETFs (Exchange Traded Funds) now account for over 30 percent of all US trading; however, many do not have enough liquidity to continue. Therefore, 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 and 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 never has 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 fit 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 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
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