Investment Allocation

We believe that proper investment allocation is key to any portfolio. At Jamestown Wealth Management, we offer investment allocation advice based on research, not commissions. As an independent RIA, our clients know that we provide the best and most suitable investments for each individual wealth management account.

We provide a variety of investment allocation services that are offered to prospective clients separately from our wealth management offerings. With wealth management, we offer clients a complete financial solution that we call True Wealth Management. True Wealth Management combines our investment allocation services with our tax, estate, and goal planning services. However, we understand that not everyone has reached the wealth level to qualify for those services. For this reason, we still offer access to our portfolios to all investors.

Our investment allocation services allow you to utilize our portfolios at our preferred third-party custodian, TD Ameritrade Institutional. Our investment strategies are based on our own continuing research and seek to provide diversification among many different asset classes. Also, as a fiduciary, we look to provide our clients with the best portfolio for them, not just the most suitable. We look for ways to save you money in your portfolio while still seeking to provide for your risk tolerance and growth objectives.

We offer the following investment allocation services:

• Traditional IRA Transfers
• 401k Rollovers
• Roth IRA Conversions
• Required Minimum Distributions (RMDs)
• Corporate Accounts
• Simple IRA, SEP IRA, and 401k Accounts
• Individual Non-qualified Accounts
• Commission-free Variable Annuities

We are excited about our portfolio offerings and believe that together we can help you achieve your financial goals.

For more information on this topic see:
Wealth Management
Our Commitment to You
Our Approach

To learn more about our financial services, send us a message or call us at 801.377.9787 today.