At WEGENER, LLC our goal is to maximize the return on your investment. We do this by analyzing the current market environment for each asset class (e.g., stocks, bonds, cash and cash equivalents) and using this analysis to tailor your investment's asset allocation.
If you invest with us, you should expect six things.
First, we expect to change your investment's asset allocation at least twice a year due to expected changes in the market environment. Still, if the market environment shifts more than twice a year we will adapt and modify your asset allocation more than twice a year, and similarly if the market environment is fairly constant we may not modify your asset allocation at all.
Second, our asset allocation is based on expected average returns of different market environments. The actual return may still fluctuate to be higher or lower than the expected returns.
Third, our current approach is limited to asset allocation. Even though we may purchase funds that represent a broad basket of stocks (e.g., exchange traded funds, closed end funds, and mutual funds), we do not pick individual stocks.
Fourth, the assets to be managed can reside in one account or can be spread over several accounts in order to have access to the various asset classes. If your current accounts do not provide this required flexibility we will work with you to establish an account or accounts that do.
Fifth, the minimum investment is $100,000.
Sixth, there is a 1% annual fee charged on the managed balance on a quarterly basis.
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