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  Tel: 925-277-2600   info@dwassociates.com   Toll Free: 800-548-2671
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  1. Home
  2. Individual Planning
  3. Investment Management

Investment Management

Our wealth management process involves a thorough, precise and disciplined approach to investing. Your investment plan is based on your needs and customized to your goals and risk tolerance.

Process

Examination – David White & Associates begins by identifying, quantifying and prioritizing your investment goals. We determine and articulate short-term, intermediate-term and long-term objectives. These goals are based on your personal needs, time horizon, liquidity preferences and risk tolerance.

 

Customization – Our approach is to design each portfolio to meet the needs and goals of our clients. We plan a comprehensive investment strategy for your portfolio that takes into account our analysis of the current market and global economic conditions. Our investment professionals will select and monitor portfolio managers who focus on a specific market sector, investment style, or risk mitigation strategies. Our risk analysis process is intended to identify and recommend only those investments that are appropriate for your risk tolerance level. It’s important to us that you are comfortable with the risk/return level of your portfolio.

 

Diversification – We diversify your portfolio globally as well as by investment style, industry and asset class. By combining the benefits of professional wealth management with a customized asset allocation strategy, we help you minimize risk while maximizing the opportunity for growth.

  • Mutual Funds
  • Annuities
  • Stocks, Bonds, ETF’s
  • Alternative Investments

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Contact info

  •   3150 Crow Canyon Place, Suite 200,
    San Ramon, California 94583
  •   Los Angeles
  •   New York
  •   Tel: 925-277-2600
  •   info@dwassociates.com
  •   Toll Free: 800-548-2671

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*Representatives offer products and services using the following business names: David White & Associates | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with David White & Associates. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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