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
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The Problem

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:

traditional

  • MONEY MARKET
  • BANK CDS
  • US GOVERNMENT T-BILLS
  • BANKERS' ACCEPTANCES
  • CORPORATE COMMERCIAL PAPER
  • SHORT DURATION GOVERNMENT BONDS
traditional

  • GOVERNMENT BONDS
  • TIPS
  • MUNI BONDS
  • CORPORATE BONDS
traditional

  • DOMESTIC
  • INTERNATIONAL
  • EMERGING MARKETS
alternative

  • CORPORATE BACKED
  • ASSET BACKED
alternative

  • MULTI-FAMILY
  • OFFICE
  • RETAIL
  • INDUSTRIAL
  • LODGING
  • MULTI-ASSET
alternative

  • OIL & GAS
  • TIMBERLAND
  • AGRICULTURAL
  • PRECIOUS METALS
alternative

  • SECONDARIES
  • LEVERAGE BUYOUT
  • VENTURE CAPITAL
alternative

  • VALUE DRIVEN
  • EVENT DRIVEN