Portfolio Construction

Constructing your investment portfolio is one of the most important steps to ensuring your financial security and success. Wayne Hummer Wealth Management listens and approaches your portfolio with the expertise needed to attain your stated goals and objectives. We will create a tailored investment plan by developing your personal risk tolerance and time horizon. Then we will determine your recommended asset allocation based on your financial objectives. To alleviate risk, your portfolio may contain different asset classes and styles, as well as utilize stocks, bonds, or mutual funds.

Implementation of the portfolio is at the discretion of client. We offer standard full service brokerage accounts and portfolio management through our internal professionals. We also have access to the world's best money managers via Strategically Managed Account programs.