Investments and Portfolio Management

Portfolios Built to Preserve Wealth, while Focusing on Asset Allocation:


Most investors and money managers spin their wheels trying to time the market. We do not gamble with your money at Medallion Wealth Advisors. Studies have shown that more than 94% of investment return comes from a mix of assets over the long run, while only 6% comes from timing and individual stock selection. We recognize that the asset mix trumps market timing, which is the fundamental reality of investing. We use this strategy to focus on each client by identifying an appropriate risk/return profile and long-term asset allocation strategy.


Constructing Cost-Efficient, Diversified Portfolios:


Managing your portfolio is too important to leave to chance. We use research from Nobel Laureates, coupled with our own independent analysis, to engineer cost-efficient, diversified portfolios that incorporate thousands of stocks and bonds from around the globe. We add alternative assets like real estate, currencies, and precious metals to enhance diversification. 


Avoiding Big Mistakes:


Studies show that most investors dramatically underperform the market. They do this by speculating at the top of the market and retrenching, or pulling out, in a panic at the bottom. Avoiding the great mistakes of investing has everything to do with knowing where you want to go, having a plan for getting there, and following that plan. That is how we strive to secure your financial future.