Investments

We provide personalized service, high quality products and solutions to meet your financial needs. We will discuss your personal situation, identify your overall vision and goals, and assess your tolerance for risk prior to making an investment recommendation. As independent advisors, we offer a full spectrum of financial products.

1. Cash Management and Wealth Building

Provide advice on cash surplus or deficits
Monitor debt reduction
Plan for future cash flow expenses for cars, homes, vacations, home improvements, education, weddings, etc.
Recommend an appropriate amount of emergency funds

2. Investment Advice and Management

Assess risk tolerance
Analyze, select, and recommend portfolio
Review specific holdings for risk, performance, expenses, tax efficiency and capital gains/losses
Recommend asset allocation and diversification and provide periodic rebalancing
Research investment vehicles/managers for potential improvement
Monitor investments, performance reporting, and advisor reviews
Explain investment ideas in an easy-to-understand manner
Provide guidance for 401(k), 403(b), or 457 plans

3. Financial Products

Mutual Funds
Exchange-Traded Funds (ETFs)
Stocks
Bonds
Annuities
Managed Accounts
Real Estate Investment Trusts (REITs)
Individual Retirement Accounts (IRAs)
Roth IRAs
Life Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

dhedgcoth@westtexasinvestments.com | (806) 687-5257