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Investment Management

Our goal is to help you protect and grow what is most important to you and your family. Through our strategic approach to asset allocation and investment planning, we develop strategies that seek to help:

  • Meet income needs over time
  • Manage risk in line with your goals and time horizon
  • Optimize your portfolio to generate growth and outpace inflation

As independent advisors, we have access to a full array of non-proprietary financial products and services as we work with you to ensure that your assets are strategically allocated, diversified and managed. We create investment strategies tailored to your needs that may include:

  • Cash and money market funds
  • Municipal, treasury and
    corporate bonds
  • Domestic and international stocks
  • Mutual funds
  • Exchange Traded Funds (ETFs)
  • Fixed and variable annuities
  • Model Portfolios
  • Strategic Asset Management
  • Alternative Investments

Our strategies are designed with the goal to capture growth when the market is rising and protect capital when the market is falling.

  • Our in house investment team and research analysts works meticulously to customize an asset allocation and investment portfolio aligned with your specific needs and objectives.
  • We strive for a deep understanding of the fundamental aspects of the economy, markets and instruments in which we invest.
  • Using technical analysis, we monitor metrics such as price, momentum and volume - which help to reveal entry and exit points.
  • Based on these proprietary tools, we employ a strict buy and sell discipline.
  • We closely monitor each portfolio and adjust your allocation mix as the market cycle evolves.
  • By monitoring market trends and adjusting your allocation accordingly, we can more effectively manage risk and help protect your investments from today’s extreme market volatility. 

No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.

Contact Us today to learn more about advancing and protecting a lifetime of assets.



Dedicated to Our Clients

Wharton Advisory Group was founded to assist individuals and families in every aspect of their financial life. We believe that understanding your current financial situation is critical to making prudent decisions that will impact your financial future. That?s why we take the time to educate our clients along the way, taking the complexity out of financial decision-making and replacing it with clarity and confidence.

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The Value of Independence

Individuals and families seeking to grow and protect their wealth are increasingly turning to independent firms. As independent wealth advisors, Wharton Advisory Group has no ties to a corporate parent, investment banking organization or other entity that may present conflicts of interest for our clients. As a result, we have no proprietary products to sell or corporate agenda to fulfill. We act in your best interest at all times.

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