Our Investments

Waller Wealth Management was founded to positively impact lives. We realize this is a bold statement for an asset management firm, but it speaks to the awareness we carry in humbly recognizing our work directly impacts the well-being of those who have entrusted us as a financial partner.

Waller Wealth Management

Waller Wealth Management CORE INVESTMENT PRINCIPLES:

REMAIN ACTIVELY ENGAGED

Aggressively pursue superior investment returns for our clients through active portfolio management.

OPERATE WITHIN A CIRCLE OF COMPETENCE

Diligently focus our time, energy and resources into investment ideas that we understand.

INVEST WITH A MARGIN OF SAFETY

Continuously seek investment in companies with strong track records of success and competitive advantages.

DIVERSIFY AND REBALANCE

Diversify broadly and rebalance allocations regularly to maximize growth potential while prudently managing risk.

PAY ATTENTION TO INVESTMENT COSTS

Maximize compounding potential by allocating capital into low cost investments.

AVOID SIGNIFICANT LOSSES

Practice incredible patience with solid investments while being intolerant of those that do not perform up to our high standards.

DOLLAR COST AVERAGING

Emphasize the power of systematic and regularly scheduled capital injection through all market cycles.

EMPLOY RISK MANAGEMENT STRATEGIES

Be intensely focused on managing downside risk during periods of market decline.

IGNORE THE NOISE

Be unmoved by the day to day noise in the markets while remaining steadfastly focused on the historical upward trend of the markets.

READY TO INVEST?

OUR INVESTMENT STRATEGIES

WWM GROWTH

Designed for the growth investor seeking long term capital appreciation through an actively managed equity allocation focused on both technical and fundamental analysis.

WWM MODERATE GROWTH

Designed for investors seeking moderate levels income and long-term capital appreciation through an actively managed equity and fixed income allocation

WWM CONSERVATIVE GROWTH

Designed for our most conservative clients seeking higher levels of income and a modest amount of long-term capital appreciation through an actively managed equity and fixed income allocation.

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