Projects at the Hilton Head Rotary Club

WealthStone, Inc Armada pic
WealthStone, Inc Armada
Image: wealthstonearmada.com

A resident of Hilton Head Island, South Carolina, Brian Stertzer has served WealthStone, Inc., as managing director of asset management for the last decade. Among his many accomplishments at the firm, Brian Stertzer helped unveil the new WealthStone Armada service in 2010.

Recognizing an emerging market for multi-discretionary investment consultants, WealthStone created the Armada service to help its clients better manage their asset portfolios. As an example, this solution benefits those seeking to employ a team of advisors for the investment of earnings from a recent business sale. These individuals may seek the help of multiple investment advisors with different expertise for such reasons as lowered hedge risk. The WealthStone Armada solution helps clients accomplish these goals with a number of unique client benefits.

Through the Armada Advisor Selection process, clients not only use their own preferred consultants, but they can also pull from WealthStone’s array of approved specialists. In addition, Armada facilitates the request for proposal (RFP) process for its clients. Requiring sample portfolios and questionnaire completion from each advisor helps in ensuring the competence of the team. Armada’s Universal Investment Policy statement also offers greater team accountability by carefully controlling spending and emphasizing risk-adjusted returns over simple returns.

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s