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Wealth Builder
These accounts are designed for investment holdings under $100,000. The strategy introduces a broad based allocation to the investment holdings. We often use a combination of both exchange traded funds and no load funds in the management of the accounts. Our goal is to grow the account and eventually transition them into one of our strategic management strategies. We have listed a few of the highlights below.
- Low management expense. This is our way of supporting you, as you grow your wealth.
- Minimum transactions. The use of no-load funds can greatly decrease the amount of money spent on transactions, a major performance hindrance for small accounts.
- Still receive the same quality reporting and access to a Lenger Asset Management advisor.
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