Butterworth Ard Wealth Management Group
Over the past quarter century, we have weathered a variety of economic cycles. We understand the importance of maintaining a disciplined approach to help you address short-term market distractions and make thoughtful decisions based on your risk tolerance, time horizon, liquidity needs and overall investment goals. Rather than chase high returns, our goal is to help you preserve the wealth you need to support yourself and your family today and to create a legacy for the future.
We place the utmost importance on achieving the proactive calculation and minimization of risk. This includes the ongoing calculation and evaluation of the risks of specific investments, the overall economy, and the impact of risk upon every portfolio on a technical and fundamental basis. The goal of our approach is to strive to capture as much of the upside as possible when conditions are right and preserve investments in the downturns.
Our strategy relies on three critical components:
- Discipline – We integrate Merrill's quantitative, rules-driven approach to determine equity, real asset, and fixed income weightings. We do not act on emotion.
- Risk Management – We have a systematic "exit strategy" to reduce risk exposure under extreme market circumstances. Risk management is our primary goal.
- Transparency – We have a clear understanding of our holdings, including how each performs in up markets, and more importantly, in down markets.
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
