Investment Management
Here at Trax Wealth Management, Inc. we can customize investment portfolios using extensive diversification, dynamic security selection and strategic rebalancing. The asset allocation plan does take into consideration your total amount assets, management style, tailored risk analysis and stated concerns and objectives of the client. Investing in securities is subject to risk which may involve loss of principal. Asset allocation does not ensure a profit or guarantee against loss.
Each customized portfolio may include any or all of the following types of investments instruments:
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Emerging market securities
Preferred Stocks
Convertible Bonds
Corporate Bonds
Exchange Traded Funds
Managed Futures
Large Capitalization Stocks
Market neutral strategies
Treasury Inflation-Protected
Municipal Bonds
Master Limited Partnerships
Real Estate Investment Trusts
Mid-Capitalization Stocks
Small Capitalization Stocks
Government Securities
High Yield Bonds
Alternative Investments