Fee Based Asset Management

At Martel Wealth Advisors we provide Fee Based Asset Management services:

• We provide continuous advice and asset management to you regarding investment of your funds based upon risk assessment and your stated goals,objectives and time horizon.
• Martel Wealth Advisors, Inc. develops your Investment Policy Statement (IPS) and creates and manages investment portfolios based upon your preferences as set forth in the IPS.
• We develop portfolios that may include any or all of the following types of investments.
  • No Load Mutual Funds (i.e: Vanguard)
  • Exchange Traded Funds (again, we would use Vanguard ETF's and others)
  • Individual Equity Securities
  • Government Securities
  • Municipal and Corporate Bonds
  • And other investment opportunities, such as Real Estate Investment Trusts (REIT's)
• The Allocation Plan takes into consideration your overall assets, management style, risk analysis and stated concerns and objectives.