Anders Wealth Management’s investment management philosophy adheres to Nobel Prize winning academics and theory, using passive asset class managers. My investment management practices are highly structured and disciplined.
Stock picking and market timing are futile – rather Anders Wealth Management is an objective and trusted Investment Advisor. Academic research overwhelmingly supports the thesis that most managers who pick stocks subjectively under-perform their market benchmarks. According to academic literature, it is highly unlikely to identify the few managers who beat the market ahead of time. Academia says that to beat the market is oftentimes “lucky”.
When it comes to investing, the Firm’s primary focus is simple – to help clients meet their investment objectives. To ensure I provide my clients with the greatest chance for financial success, investment portfolios are engineered to be diversified, low-cost, tax-efficient, and customized for each client’s time horizon, financial goals, and ability or need to take risk.
Unlock Your Best Life
Anders Wealth Management is dedicated to the design, implementation and management of investments and financial plans.
I am committed to providing my clients with innovative, value-added financial planning and investment management services. I endeavor to exceed my clients’ expectations while dedicating myself to helping my clients attain freedom and peace in their financial lives. I value long-term relationships with my clients, founded on integrity, open communication and trust. My role is to help my clients make smart, well-informed decisions about their financial lives and investments – providing them with greater financial independence, peace of mind, and security.