Whitegate Investment Counselors

EST. AUM
$545,385,675

CONTACTS
1

CLIENT ACCOUNTS
477

Firm Details

Metro area Manchester, NH
CRD Number 107732
Website whitegateinvest.com
Client types

Overview

The firm recommends constructing portfolios using exchange-traded funds, mutual funds, individual US Treasuries, and municipal bonds for its clients. Periodic rebalancing of these portfolios allows the firm to manage cash flow needs and capitalize on market volatility. Diversification Diversification is an effective tool for managing volatility. The appropriate level of diversification is unique to each client’s specific situation. Asset Allocation Asset allocation is an element of consistent execution of an investment strategy. Consideration of easily measured costs (including investment management fees) as well as less obvious costs, such as taxes, adds value over time. Execution Risk tolerance is critical. Each client’s tolerance for risk is considered and is an essential component of constructing a client investment portfolio. Confidence Confidence in their advisor during difficult markets will help clients weather the storm and prevent the very common and very costly mistake of ma.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Whitegate Investment Counselors

Platform Details

Investment Preferences

Alternative Activity

Address

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