A focus on what matters.
Our investment process is built on a simple belief:
That financial advisors should make investment decisions based on hard facts and nothing else (like what pays them the highest commission or fee).
"When trillions of dollars are managed by Wall Streeters charging high fees, it will usually be the managers who reap outsized profits, not the clients."
Our portfolios: Global, diversified, efficient. With a secret sauce.
The secret sauce: direct indexing with tax-loss harvesting.
The next step in the evolution of passive investing, direct indexing allows our clients to invest in a way that can be more tax-efficient and customizable than traditional methods. Wedmont provides direct indexing to all clients at no incremental cost. To learn more about how direct indexing with tax-loss harvesting might improve your portfolio, please download our whitepaper here.
An institutional approach to managing wealth for HNW clients.
It's time for you to invest like the world's most sophisticated investors.