INVESTMENT PLANNING

INVESTMENT PLANNING THAT PRESERVES AND GROWS WEALTH

Detailed Research

Carefully Executed

Continually Monitored

Uncover portfolio risk exposure / Find un-biased, research-validated investment solutions / Gain confidence in portfolio’s long-term success

The Problem

Investment markets are highly unpredictable

Most financial advisers are skilled salesmen and/or customer service agents rather than technical advisers or analysts

Most investors don’t have access to high quality investment opportunities

Most investor portfolios are not adequately diversified or structured to withstand market corrections and depressions

The needed technology to properly analyze investment opportunities and accurately track performance is expensive and inaccessible to individual investors.

We understand how confusing investing can be.  Further, we have seen the detrimental impact caused from one wrong investment decision made by both investors and their financial advisers.

Drive Wealth’s academically trained advisers understand the risks that exist in the market place, how investments are affected by those risks and how to utilize available resources and opportunities to safeguard against them.

Drive Wealth Advisers build investment portfolios utilizing when applicable the following asset classes:

Private wealth is made up of 6 core categories
all of which need review and oversight.

1. Cash Equivalents

Money Market

Bank CDs

US government T-bills

Bankers' Acceptances

Corporate commercial paper

Short duration government bonds


Traditional

2. Fixed Income

Government Bonds

Tips

Muni Bonds

Corporate Bonds

3. Public Equity

Domestic

International

Emerging Markets

4. Private Credit

Corporate Backed

Asset Backed

Alternative

5. Real Estate

Multi-Family

Office

Retail

Industrial

Lodging

Multi-Asset

6. Natural Resources

Oil & Gas

Timberland

Agricultural

Precious Metals

7. Private Equity

Secondaries

Leverage Buyout

Venture Capital

8. Absolute Return

Value Driven

Event Driven