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Investment Strategies

At Waypoint Wealth Management, we offer a full range of investment strategies customized to your risk comfort zone, stage of life and goals, desire for involvement, asset level, tax sensitivity, and investment experience. We use a variety of account structures and tenancy considerations to support your established planning goals. We also have access to various commission, fee-based, and hourly consulting arrangements to provide strategy application flexibility where necessary.

Our independent platform gives us access to a large variety of investments including individual stocks, mutual funds, unit investment trusts, exchange traded funds (ETFs), variable annuities, fixed annuities, individual bonds, structured notes, separately managed accounts, term and permanent life insurance contracts, and much more.

By far, our most flexible investment strategy is the DisciplinedIQ Investment Process.  This process follows several key management principles to provide the investment advice and service you would expect of an advisor. These principles include the use of established fiduciary standards of care, disciplined investment selection, risk-based flexible investment allocation, and the use of an account structure that provides for efficient account management.

Contact us today to learn how we can work together in an effort to help you pursue your life’s goals and purposes.