Graeter Wealth Advisors

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What Makes Us Unique?

EDUCATION & EXPERIENCE

  • 55 years of combined experience in the financial services industry
  • Combine degrees in law, accounting, economics and business
  • Professional experience in banking, law, accounting, financial planning and advisory services
  • “Battle tested” veterans of…
    • Black Monday, Dow lost 22.6% in one day (1987)
    • Savings & Loan Crisis (1989-91)
    • Asian Financial Crisis (1997-98)
    • Dot-Com Bust, September 11th terrorist attacks (2001-02)
    • Global Financial Market Meltdown (2008)
    • The Great Recession (2008 -09)

DISCIPLINED INVESTMENT PROCESS

  • Institutional quality portfolio construction process
  • Risk-based asset allocation strategy combined with a tactical overlay
  • Broad diversification between cash, fixed income, equities, hedging strategies and alternatives
  • FDIC insured market linked certificates of deposit
  • Sophisticated combination of passive and active management
  • Non-proprietary third party managers

DEPTH OF 3rd PARTY INSTITUTIONAL RESOURCES

  • Charles Schwab
  • Russell Investment Company
  • Credit Suisse
  • New Frontier Advisors, Fi360
  • Litman Gregory
  • Ned Davis Research
  • MarketEdge
  • S&P Capital IQ
  • Morningstar

COMPREHENSIVE PLANNING SERVICES & OBJECTIVITY

  • Unique ability to solve complex financial issues, and facilitate discussions with CPAs and attorneys when needed
  • Substantial experience advising clients regarding planning for retirement and other financial needs
  • Objective compensation structure

Graeter Wealth Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Graeter Wealth Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Graeter Wealth Advisors, LLC unless a client service agreement is in place.

Graeter Wealth Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Graeter Wealth Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Graeter Wealth Advisors, LLC unless a client service agreement is in place.

Copyright © 2018 Graeter Wealth Advisors, LLC. All rights reserved.