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Investment advice for individuals

IWM can help set up several different accounts for individual investors – Traditional IRA, Roth IRA, SEP IRA, Trust account, Joint account, Individual account as well as Custodial accounts for minors.

Different investments models are available for clients to choose from depending on how aggressive or conservative an individual wants to be with their money. IWM has discretionary authority with respect to client accounts, and will make investment adjustments as market conditions change.

When the Hurricane Indicator™ gives a “sell signal” we rotate to a defense position. When the Hurricane Indicator™ gives a buy signal we rotate to a growth position. There are times we will move to a neutral position from the growth or defense position.

We invite you to call or stop in for a visit. The visit is free and it provides us an opportunity to see if we are a good fit in helping you reach your goals.