Investment Management As advisors at Preferred Wealth Advisors, we take a proactive approach to managing financial and investment risk. As part of our investment management services, we work with each client to determine a clear understanding of their long-term needs. We then actively monitor their portfolios, meeting with them often to ensure proper guidance is in place and making any necessary adjustments along the way. Our investment management approach combines comprehensive analysis, planning, and monitoring of financial goals so that the financial strategy we set in place will continue to work toward our clients’ goals. We can help clients implement plans that reduce overall risk, while pursuing their unique goals and dreams. Because of our independence, we can choose from a broad array of products and services. There are no proprietary products we are required to represent, so we can offer financial guidance based solely on our clients’ financial agendas. This model eliminates any conflicts of interest, since our fee is directly tied to the value we provide the client.