Investment Management

Investment management involves managing securities and real estate

Investment management involves the professional asset management of various securities and other assets such as real estate in order to meet specific investment goals.  The securities that might be under management could include shares, bonds and other securities.


Many advisors design a financial plan and an allocated portfolio that takes into account your current financial goals, time horizon, risk tolerance and overall investment experience.  Then they hope that political and economic changes do not slow the growth of your investments or even diminish your hard earned savings.

At the Center for Wealth Management, we think you deserve more than that. 

We take an active approach to managing your portfolio by taking into account the current market and economic conditions. Then we continue to monitor your financial position compared to your overall goals using our Customized Wealth Management System.

If we have learned anything from the last decade, it is this: It's too risky to your investments to continue to use the traditional "Buy and Hold" strategy.

Join the future of investing and financial consulting with us.  Do not let hope be your strategy for pursuing your financial goals and dreams anymore!


Our Investment Management incorporates all different types of investments. Below are some of the more widely used options we employ to help our clients work towards their financial goals. Each offers different types of risks and not all are suitable for every investor. We will consult with you directly to design a portfolio that we believe should give you your best chance of progressing towards your goals. Then we monitor your goals and investments to ensure your portfolio is progressing as it should.

  • Stocks
  • Exchange Traded Funds - ETFs
  • Mutual Funds
  • Real Estate Investment Trusts - REITs
  • Business Development Companies - BDCs
  • Unit Investment Trusts - UITs
  • Commodities
  • Structured Products

All investments contain risk and may involve possible loss of principal.  Want to learn more about our Investment Management services? Call us at (513) 407-5430.


Investment Resources

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Learn More

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