Investment Strategy
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The Giving Box
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Investment Strategy

Wouldn’t it be nice if there was a little more YOU in YOUR portfolio?

Our new streamlined investment strategy was designed with your needs in mind. We’ve made it possible for you to tailor an investment strategy that matches your unique goals, interests, and values.

Our enhanced investing offering includes:

  • Factor-based investing with primary emphasis on Value, Momentum, and Quality (and minor emphasis on Size)
  • Opportunities to invest in individual stocks and ETFs through Separately Managed Accounts
  • Strategic Tax Management
  • Values/Impact-based investment initiatives
  • Opportunities for exposure to emerging innovations and digital assets
  • Strategies for focusing on income by investing in dividend-focused stocks
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So, what does this mean?

We are now offering more opportunities for growth and diversification (through the incorporation of Momentum strategies) without losing sight of protecting your long-term performance objectives. We are also providing our clients with the opportunity for more customization and choice through Separately Managed Accounts.

More Growth Opportunity

Better Tax Management Strategy

More Customization

RESULT: More YOU in YOUR portfolio

We’ve built upon our existing client-focused investment approach to give you expanded opportunities for customization in various ways.

Here are just a few examples of what’s possible:

  • Own more investments that are consistent with your personal values and the impact you’d like to produce in the world
  • Get tax management tailored to your individual needs
  • Choose an equity allocation that tilts more toward dividend income
  • Enter the digital asset space and gain exposure to innovative technologies

Our comprehensive offering utilizes enhanced factor-based research, trading, and portfolio management capabilities, providing a great addition to the options we already provide to our clients. We’ve always operated under a Customer First Philosophy, and we’re excited to build upon that. 

Your investment goals matter, and helping you achieve them is our utmost priority.

With sophisticated tools and offerings, we hope to add more value to our clients’ portfolios –and to their lives, too.

If you have questions about our new investing offerings, or how these opportunities might align with your portfolio needs, we would be happy to speak with you.

BOOK YOUR STRATEGY SESSION

Check out our 7-article series designed to break down exactly how our enhanced investing approach serves our clients.
It’s built upon our existing client-focused framework and meant to help you put a little more YOU in YOUR portfolio.

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THERE'S NO TIME LIKE THE PRESENT

Expand Your Investment Opportunities Today

If you have questions about our new investing offerings, or how these opportunities might align with your portfolio needs, we would be happy to speak with you.

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Investment Advisory Services Offered Through Resolute Wealth Advisor, Inc., A Registered Investment Adviser.

Resolute Wealth Advisor, Inc. and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Resolute Wealth Advisor, Inc. maintains clients. Resolute Wealth Advisor, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Resolute Wealth Advisor, Inc.’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Resolute Wealth Advisor, Inc.’s website on the Internet should not be construed by any consumer and/or prospective client as Resolute Wealth Advisor, Inc.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Resolute Wealth Advisor, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Resolute Wealth Advisor, Inc., please contact the SEC, FINRA or the state securities regulators for those states in which Resolute Wealth Advisor, Inc. maintains a filing. A copy of Resolute Wealth Advisor, Inc.’s current written disclosure statement discussing Resolute Wealth Advisor, Inc.’s business operations, service, and fees is available from Resolute Wealth Advisor, Inc. upon written request. Resolute Wealth Advisor, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Resolute Wealth Advisor, Inc.’s website or Incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. 

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (Including the investments and/or investment strategies recommended or undertaken by Resolute Wealth Advisor, Inc.) made reference to directly or indirectly by Resolute Wealth Advisor, Inc. in its website, or indirectly by a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

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