Wayne McDowell - Your Private Advisor
I take my responsibility as a portfolio manager very seriously. I am dedicated to meeting the needs of my clients to ensure a prosperous financial future. With years of experience, I am confident that my dynamic portfolio strategy allows my team to address client needs effectively. Under the private management of the McDowell Team, your finances are handled with a fiduciary duty. Essentially, this means that we must manage your money with the highest standard of care. Our team only provides services that are beneficial to you and your future, nothing less.
What is Private Investment Management?
Private Investment Management involves a unique account where day-to-day investment decisions are delegated to a personal portfolio manager. This allows for the creation of a fully customized portfolio, accounting for factors such as growth requirements, income needs, and risk tolerance. Delegation to a portfolio manager means that the most attractive investment opportunities can be secured efficiently.
In contrast to typical management programs, private investment management involves a personal relationship with your portfolio manager. This attribute is key to maintaining a portfolio that reflects your individual goals consistently.
