GWMG Custom Model

GWMG Custom Models (Available for accounts in excess of $3,000,000)

Portfolios are user-defined and can be managed for any risk tolerance and objective.*

Employing our Advance & Protect process, with its underlying framework of capital preservation, we design and implement customized portfolios for need-specific objectives. Attributes could range from socially conscious, to sector-specific, position-specific, concentrated position management, industry specific, high-income, cash-equivalent/money market, among hundreds of other choices.

*There is no guarantee the objective can be met. The portfolio may lose money. Past performance is no indication or guarantee of future performance.