Balanced Account Management

By combining our traditional equity and fixed income investment disciplines, WEDGE offers balanced portfolios that provide an optimal mix of stocks, bonds, and cash aimed at achieving consistently superior returns. WEDGE utilizes capital market analysis models, client objectives, risk parameters, and income requirements to determine each portfolio's asset allocation.

As with our stock and bond portfolios, proprietary models are used to help us screen for value, and strict buy/sell disciplines are in place. Our focus on effective asset allocation enhances our ability to preserve principal while affording us the opportunity to actively participate in rising markets for the benefit of our clients.