{"id":1740,"date":"2022-09-04T16:16:32","date_gmt":"2022-09-04T16:16:32","guid":{"rendered":"https:\/\/viawealth.com\/?page_id=1740"},"modified":"2023-06-02T01:37:37","modified_gmt":"2023-06-02T01:37:37","slug":"investment-management","status":"publish","type":"page","link":"https:\/\/viawealth.com\/investment-management\/","title":{"rendered":"Investment Management"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"1740\" class=\"elementor elementor-1740\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-7bc7795 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"7bc7795\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c3f972c\" data-id=\"c3f972c\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-98f9759 elementor-widget elementor-widget-pdm_page_intro\" data-id=\"98f9759\" data-element_type=\"widget\" data-widget_type=\"pdm_page_intro.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\n        <div class=\"page-intro-w imaged\" style=\"background-image: url(https:\/\/viawealth.com\/wp-content\/uploads\/2023\/01\/AdobeStock_544770479-min-scaled.jpeg)\">\n            \n            <div class=\"os-container\">\n                <div class=\"page-intro\">\n                    <h1>Investment Management Services<\/h1>                                    <\/div>\n            <\/div>\n        <\/div>\n\n\n        \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2ce66f2a elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2ce66f2a\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-16e8e573\" data-id=\"16e8e573\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7fbf47d1 elementor-widget elementor-widget-text-editor\" data-id=\"7fbf47d1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 26-03-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p>YOur Financial Future<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1486933 elementor-widget elementor-widget-heading\" data-id=\"1486933\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 26-03-2024 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h4 class=\"elementor-heading-title elementor-size-medium\">Investments Specifically Designed for Your Goals and Risk Tolerances<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2506246 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"2506246\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 26-03-2024 *\/\n.elementor-widget-divider{--divider-border-style:none;--divider-border-width:1px;--divider-color:#0c0d0e;--divider-icon-size:20px;--divider-element-spacing:10px;--divider-pattern-height:24px;--divider-pattern-size:20px;--divider-pattern-url:none;--divider-pattern-repeat:repeat-x}.elementor-widget-divider .elementor-divider{display:flex}.elementor-widget-divider .elementor-divider__text{font-size:15px;line-height:1;max-width:95%}.elementor-widget-divider .elementor-divider__element{margin:0 var(--divider-element-spacing);flex-shrink:0}.elementor-widget-divider .elementor-icon{font-size:var(--divider-icon-size)}.elementor-widget-divider .elementor-divider-separator{display:flex;margin:0;direction:ltr}.elementor-widget-divider--view-line_icon .elementor-divider-separator,.elementor-widget-divider--view-line_text .elementor-divider-separator{align-items:center}.elementor-widget-divider--view-line_icon .elementor-divider-separator:after,.elementor-widget-divider--view-line_icon .elementor-divider-separator:before,.elementor-widget-divider--view-line_text .elementor-divider-separator:after,.elementor-widget-divider--view-line_text .elementor-divider-separator:before{display:block;content:\"\";border-block-end:0;flex-grow:1;border-block-start:var(--divider-border-width) var(--divider-border-style) var(--divider-color)}.elementor-widget-divider--element-align-left .elementor-divider .elementor-divider-separator>.elementor-divider__svg:first-of-type{flex-grow:0;flex-shrink:100}.elementor-widget-divider--element-align-left .elementor-divider-separator:before{content:none}.elementor-widget-divider--element-align-left .elementor-divider__element{margin-left:0}.elementor-widget-divider--element-align-right .elementor-divider 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.elementor-divider__element{margin-inline-end:0}.elementor-widget-divider:not(.elementor-widget-divider--view-line_text):not(.elementor-widget-divider--view-line_icon) .elementor-divider-separator{border-block-start:var(--divider-border-width) var(--divider-border-style) var(--divider-color)}.elementor-widget-divider--separator-type-pattern{--divider-border-style:none}.elementor-widget-divider--separator-type-pattern.elementor-widget-divider--view-line .elementor-divider-separator,.elementor-widget-divider--separator-type-pattern:not(.elementor-widget-divider--view-line) .elementor-divider-separator:after,.elementor-widget-divider--separator-type-pattern:not(.elementor-widget-divider--view-line) .elementor-divider-separator:before,.elementor-widget-divider--separator-type-pattern:not([class*=elementor-widget-divider--view]) .elementor-divider-separator{width:100%;min-height:var(--divider-pattern-height);-webkit-mask-size:var(--divider-pattern-size) 100%;mask-size:var(--divider-pattern-size) 100%;-webkit-mask-repeat:var(--divider-pattern-repeat);mask-repeat:var(--divider-pattern-repeat);background-color:var(--divider-color);-webkit-mask-image:var(--divider-pattern-url);mask-image:var(--divider-pattern-url)}.elementor-widget-divider--no-spacing{--divider-pattern-size:auto}.elementor-widget-divider--bg-round{--divider-pattern-repeat:round}.rtl .elementor-widget-divider .elementor-divider__text{direction:rtl}.e-con-inner>.elementor-widget-divider,.e-con>.elementor-widget-divider{width:var(--container-widget-width,100%);--flex-grow:var(--container-widget-flex-grow)}<\/style>\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-1e63cc69\" data-id=\"1e63cc69\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6188b3c2 elementor-widget elementor-widget-image\" data-id=\"6188b3c2\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 26-03-2024 *\/\n.elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=\".svg\"]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block}<\/style>\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"2560\" height=\"1708\" src=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/AdobeStock_444303599-scaled.jpeg\" class=\"elementor-animation-grow attachment-full size-full wp-image-1751\" alt=\"What does your financial future look like?-ViaWealth\" srcset=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/AdobeStock_444303599-scaled.jpeg 2560w, https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/AdobeStock_444303599-500x333.jpeg 500w, https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/AdobeStock_444303599-1400x934.jpeg 1400w, https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/AdobeStock_444303599-768x512.jpeg 768w, https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/AdobeStock_444303599-1536x1025.jpeg 1536w, https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/AdobeStock_444303599-2048x1366.jpeg 2048w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-635f2e26 elementor-widget elementor-widget-text-editor\" data-id=\"635f2e26\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h5><span style=\"font-weight: 400;\">Your financial future comes into focus when you understand what brings you joy, security, and peace of mind. The right investment plan for you and your loved ones is based on your values as well as your short and long-term financial goals and aspirations.<\/span><\/h5>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a0a873d elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"a0a873d\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-54808d6\" data-id=\"54808d6\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-49efd3ee elementor-widget elementor-widget-heading\" data-id=\"49efd3ee\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Understanding Your Needs and Goals<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7ac0f6d elementor-widget elementor-widget-text-editor\" data-id=\"7ac0f6d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h4 style=\"text-align: left;\"><span style=\"font-weight: 400; color: #ffffff;\">These are the types of questions that we\u2019ll explore with you as we develop a customized investment strategy for you:\u00a0<\/span><\/h4><ul><li style=\"font-weight: 400; text-align: left;\" aria-level=\"1\"><h5><span style=\"font-weight: 400; color: #ffffff;\">How do you want to spend your money (short and\/or long-term)\u2014on experiences, possessions, and\/or family?<\/span><\/h5><\/li><li style=\"font-weight: 400; text-align: left;\" aria-level=\"1\"><h5><span style=\"font-weight: 400; color: #ffffff;\">How much risk are you willing to take if there is a severe market decline?<\/span><\/h5><\/li><li style=\"font-weight: 400; text-align: left;\" aria-level=\"1\"><h5><span style=\"font-weight: 400; color: #ffffff;\">Are you looking to reduce your tax liabilities?<\/span><\/h5><\/li><li style=\"font-weight: 400; text-align: left;\" aria-level=\"1\"><h5><span style=\"font-weight: 400; color: #ffffff;\">Are you looking to match the market or try to outperform the market?<\/span><\/h5><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-616b9306 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"616b9306\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm elementor-animation-grow\" href=\"https:\/\/connect.viawealth.com\/contact-us\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Get Started ><\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-e06619b elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"e06619b\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3dd55b5\" data-id=\"3dd55b5\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-709bd52 elementor-widget elementor-widget-text-editor\" data-id=\"709bd52\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h4><span style=\"font-weight: 400;\">Whether you\u2019re driven by concerns over protection, performance, or cost, we can customize your portfolio to help you manage risk with a comprehensive set of investment vehicles.\u00a0<\/span><\/h4><h4><br \/><span style=\"font-weight: 400;\">Using the model below helps us identify your preferences and set the right expectations for the construction and management of your investment strategy moving forward, based on <\/span><a href=\"https:\/\/viawealth.com\/investment-philosophy\/\"><span style=\"font-weight: 400;\">ViaWealth\u2019s investment philosophy<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/h4>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-63cbfbf elementor-widget elementor-widget-image\" data-id=\"63cbfbf\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1400\" height=\"513\" src=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/via-preferences-expectations-graphic-1400x513.png\" class=\"attachment-large size-large wp-image-1769\" alt=\"Investment management preferences-ViaWealth\" srcset=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/via-preferences-expectations-graphic-1400x513.png 1400w, https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/via-preferences-expectations-graphic-500x183.png 500w, https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/via-preferences-expectations-graphic-768x282.png 768w, https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/via-preferences-expectations-graphic-1536x563.png 1536w, https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/via-preferences-expectations-graphic-2048x751.png 2048w\" sizes=\"(max-width: 1400px) 100vw, 1400px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2baff3dd elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"2baff3dd\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2849765a\" data-id=\"2849765a\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-38607003 elementor-widget elementor-widget-pdm_cta_ebook\" data-id=\"38607003\" data-element_type=\"widget\" data-widget_type=\"pdm_cta_ebook.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\n        <div class=\"cta-w cta-ebook green\">\n            <div class=\"os-container\">\n                <div class=\"cta\">\n                    <div class=\"cta__media\">\n                        <img decoding=\"async\" src=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/ViaWealth-eBook-How-to-Survive-and-Thrive-During-Inflationary-Times-1082x1400.jpg\" alt=\"ebook\">\n                    <\/div>\n                    <div class=\"cta__content\">\n                        <h5>Complimentary eBook:<\/h5><h2>How to Survive and Thrive During Inflationary Times<\/h2><p>Reacting emotionally to market fluctuations can be devastating to long-term gains. Our guide provides several financial insights related to inflationary times.<\/p>                        <a class=\"btn btn-secondary\"\n                           href=\"https:\/\/connect.viawealth.com\/ebook-offer-how-to-survive-and-thrive-during-inflationary-times\"\n                            target=\"_blank\"                        >Download Now<\/a>\n                    <\/div>\n                <\/div>\n\n            <\/div>\n        <\/div>\n\n        \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Investment Management Services YOur Financial Future Investments Specifically Designed for Your Goals and Risk Tolerances Your financial future comes into focus when you understand what brings you joy, security, and peace of mind. The right [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":3632,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"coauthors":[53],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Investment Management - ViaWealth<\/title>\n<meta name=\"description\" content=\"ViaWealth is an independent wealth management and investment advisory firm servicing high-net-worth individuals and families in the US.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/viawealth.com\/investment-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment Management - ViaWealth\" \/>\n<meta property=\"og:description\" content=\"ViaWealth is an independent wealth management and investment advisory firm servicing high-net-worth individuals and families in the US.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/viawealth.com\/investment-management\/\" \/>\n<meta property=\"og:site_name\" content=\"ViaWealth\" \/>\n<meta property=\"article:modified_time\" content=\"2023-06-02T01:37:37+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/viawealth.com\/wp-content\/uploads\/2023\/01\/AdobeStock_544770479-min-scaled.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"2560\" \/>\n\t<meta property=\"og:image:height\" content=\"1709\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n\t<meta name=\"twitter:label2\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data2\" content=\"Debbie\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/viawealth.com\/investment-management\/\",\"url\":\"https:\/\/viawealth.com\/investment-management\/\",\"name\":\"Investment Management - 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