Investment Management Strategies
Your Long-Term Financial Goals in Focus
Smith Salley Wealth Management in Greensboro, NC offers investment strategies based on our clients needs.
Straightforward, transparent portfolios – it’s better that way. Our in-house team works with you to build a long-term plan. We carefully assess your financial picture, what risks you may have and your goals for the future. We provide strategies you can easily understand and that have been specifically crafted for our clients needs.
Equity Strategies
Quality, diversification and consistency are the cornerstones of a tailored investment strategy. We research company stocks, trends, historical data and future relevance to develop an approach that fits your risk level and stage of life.
Each investment strategy generally consists of ~40 individual, high-quality stocks. The portfolios are diversified across all sectors of the market through a fundamental valuation process.
- Dividend Strategy
- Core Strategy
- Growth Strategy
- Macro Allocation
Fixed Income Strategies
Our focus is on building quality bond portfolios utilizing individual securities and at times ETFs. The goal is income generation and capital preservation.
Portfolios are built to be dynamic around changes in interest rates and market conditions.
- State Specific, Tax-Free Municipal Bonds
- Taxable (Corporate) Bonds
- High Yield Bonds