What We Do

Investments

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).

Incontrovertible facts:

It is nearly impossible for investors in the public markets to outperform on a risk-adjusted, after-tax, after-fee basis over any meaningful period of time.

Clients of firms who believe they can "beat the market" end up paying extraordinarily high fees for portfolios that, on average, do significantly worse than the market.

The most sensible - and proven - investment strategy is to maintain an appropriate asset allocation that is sensitive to taxes and fees.

"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."

-Warren Buffet

Our portfolios: Global, diversified, efficient. With a secret sauce.

Wedmont's investment platform covers the full asset spectrum - including cash, fixed income and equities, as well as a range of alternative offerings such as private equity and hedge funds.

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.

Our process entails:

Creating an investment allocation unique to your specific situation.

Selecting compelling, third-party investments as the ingredients for your portfolio.

Minimizing taxes and rebalancing your portfolio.