Advanced Equities Wealth Management

In designing your investment portfolio, Advanced Equities Wealth Management seeks to help you identify the appropriate balance of risk vs. reward. Along with managed accounts and mutual fund programs from some of the industry's leading investment firms, AEWM also leverages in-house competencies and capabilities to deliver expanded investment options.

We build, manage and monitor a variety of sophisticated investment portfolios that preserve the conservative direction of our firm while maximizing our ability to help you respond to today's economy. Our risk management techniques provide many alternatives that are tailored to potentially guide you along the shortest path to financial independence.

In order to best serve our clients, Advanced Equities Wealth Management asset management programs include a variety of managed account and alternative investment options to increase our ability to manage taxable and qualified accounts and introduce additional asset classes uncorrelated with existing investments.

The firm administers various types of accounts with diverse investment goals, including:

• personal, trust and business accounts
• 401(k) plans, IRA, defined benefit and defined contribution retirement plans
• institutional accounts
• customized banking programs

Advanced Equities Wealth Management may, at its discretion, only accept investors that first meet certain minimum eligibility requirements for accredited investor status. Advanced Equities Wealth Management does not engage in any general solicitation. Advanced Equities Wealth Management only transacts business in states where it is properly registered or notice filed or excluded or exempted from registration requirements.