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Asset Managemen

Your goals and objectives are the foundation for all of our asset management planning. Your investment strategy will be expertly designed and managed in a proactive manner to achieve your unique goals and objectives.

Our experienced investment team is highly skilled and will:
  • Take the time to understand your unique situation and needs
  • Create a customized Investment Policy Statement (IPS) that reflects your specific goals, objectives and preferences for your investments
  • Design and proactively manage an investment strategy based on your specific needs
  • Regularly monitor your results, providing statements and reports that show exactly how well you are doing relative to your goals and objectives

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 Accredited Wealth Management
6010 Brownsboro Park Boulevard
Suite F
Louisville, KY 40207
Office: 502-290-1905
Fax: 502-290-1908
Email:  awm@accreditedwm.com


IMPORTANT DISCLOSURES 

Accredited Wealth Management provides this information for educational purposes only; it is not intended to be specific to any individual's personal circumstances. 

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. To the extent that this material concerns legal matters, individuals should consult the appropriate legal counsel given their particular situation. 

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of KY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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