WealthTrust

Asset Management 

WHO WE ARE

WealthTrust Asset Management is an experienced emerging portfolio manager designed to partner with Advisors to meet their clients' investment needs.

With ten (10) DBS investment portfolios from which to choose, we can meet investment objectives from conservative income to long term growth.

Headquartered in Destin, Florida, the company is led by President and Chief Investment Officer, John G. McHugh.

WealthTrust Asset Management

DBS Portfolios

Large Cap Growth

Long Term Growth

Focused Equity

Total Return

Conservative Growth & Income

ETF Quantitative Sectors

ETF Equity Growth

ETF Equity Value

Moderate Fixed Income

Conservative Fixed Income
 

WealthTrust Asset Management, LLC

is a SEC Registered Investment Adviser

 

OUR MISSION

 

Our mission statement is simple:

To provide investment portfolio management to advisors and their clients through our time-tested quantitative methodology

What Makes WealthTrust Different?

 

WealthTrust Asset Management is not in business to simply manage investment portfolios.  Our goal is also to build a partnership with Advisors, to help them grow their business, and offer solutions to meet their clients' investment needs.

Size, Process, and Accessibility

Unlike the mega managers, our size allows us to execute trades quickly and efficiently which can add significant returns to a portfolio, especially during volatile markets. 

Our DBS Portfolios are managed with our proprietary quantitative process.  And, with over 25 years of portfolio management experience, we have a proven track record.  Our experience coupled with our defined investment process helps us take emotion out of investment buy/sell decisions.

We Are Accessible

Do you want to speak directly with the lead portfolio manager?  You will have his direct phone number.  Do you want to schedule a webinar with the manager, your client, and yourself to allow your client to learn the WealthTrust process?  We are only a phone call away.

 

A MESSAGE FROM JOHN MCHUGH, PRESIDENT

 

First, I want to thank you for your interest in WealthTrust Asset Management and the DBS Portfolios.  This area of our website provides an introduction to the services provided for Financial Advisors. 

 

FINANCIAL ADVISORS AND RIA's OFFERING WEALTHTRUST ASSET MANAGEMENT AS A THIRD PARTY MANAGER:  WealthTrust Asset Management's DBS portfolios are available to you by several means.  We can be added to your list of qualified managers for your existing business by way of a sub-advisory agreement with your RIA, or through one of the third-party platforms on which our portfolios are currently offered.   

 

To include our DBS portfolios to your RIA's platform, please contact us so we might discuss the options with you and the persons within your firm responsible for qualifications and due diligence of approved managers who operate on a sub-advisory basis. 

 

In addition to sub-advisory arrangements,  our portfolios are also offered through several SMA third party platforms:  SMArtX, Sawtooth, Orion Communities, Fidelity, Raymond James, Schwab Marketplace, TD Ameritrade Managed Accounts and FINIAT.

Whether you choose to work with us directly by means of a RIA sub-advisory agreement or through one of our third party SMA partnership platforms, we are here to provide you with experienced discretionary portfolio management and personalized service.

 

Contact me today 850-460-8440 or John@wealthtrustam.com to learn how we might help you grow your business with a manager whose process and investment style may be a sensible alternative to what you now have available.

JOHN G. MCHUGH
President – Chief Investment Officer
WealthTrust Asset Management

850-460-8440

John@wealthtrustam.com

OUR MANAGING PARTNERS

John McHugh
President
Chief Investment Officer

As the President and Chief Investment Officer of WealthTrust Asset Management, Mr. McHugh manages investment portfolios on a discretionary basis for the clients of Advisors who are seeking professional portfolio management services.

John and his team have developed the WealthTrust DBS Portfolios using a quantitative approach to investing.  WealthTrust Asset Management manages assets for individuals, foundations, hospitals, pension plans and other institutions. With more than 25 years of experience in helping investors and 20 years in private portfolio management, John utilizes his extensive knowledge in constructing portfolios with asset allocations for all levels of risk tolerance.  His management of these portfolios, and in particular his selection of equities for these portfolios have offered his investors a disciplined approach to investing with proven results.

 

Mr. McHugh’s background includes a B.S. in business from the University of Missouri in Columbia with an emphasis in accounting and finance. Upon graduation in 1973, Mr. McHugh accepted a job with Monsanto Company in St. Louis and eventually rose to his final position of Director of Financial Reporting. During this employment period with Monsanto, Mr. McHugh passed all four parts of the CPA exam on the initial sitting, though he is not currently a practicing CPA.  He remained with Monsanto Company until 1988, when he accepted the position of financial advisor with Merrill Lynch’s Private Client Group.

 

In 1994, John joined Oppenheimer, Inc. in St. Louis, and attended DePaul University’s School of Commerce completing the portfolio management course study program. Mr. McHugh’s management of client portfolios on a discretionary basis began at Oppenheimer, Inc. through their Omega Portfolio Management Program. In 2000, he moved his financial advisory practice to Prudential Securities, a predecessor firm of Wells Fargo Advisors.  

 

Upon leaving Wells Fargo Advisors, John transitioned his investment management practice to his own Registered Investment Advisory (RIA) company, WealthTrust Asset Management, LLC.

A trained CPA, John manages assets for individuals, foundations, hospitals, pension plans and other institutions. With more than 25 years of experience in helping investors and 18 years in private portfolio management, he utilizes his extensive knowledge in constructing portfolios with asset allocations for all levels of risk tolerance. His management of these portfolios, and in particular his selection of equities for these portfolios, has offered his investors a disciplined approach to investing with proven results. 

(O) 850.460.8440 | 314.504.4379 (C)

john@wealthtrustam.com

Darlene Duncan
Senior Vice President
Investment Officer

Darlene joins John McHugh as a partner, assisting in portfolio management with a concentration in fixed income investments. Darlene brings over 30 years of industry experience. 

 

Darlene attended the University of Kentucky and started her career with J.J.B. Hilliard, W.L. Lyons, Inc. in Louisville, Kentucky.  With Hilliard-Lyons she gained experience as a computer software programmer for the technical analysis of individual equities, a process she marketed to bank Trust Departments throughout Kentucky.  Ms. Duncan later became a trader in the firm’s Municipal Bond Department gaining experience and insight into the fixed income markets.  Registered as a Financial Consultant in 1981, Darlene worked in the Lexington, Kentucky branch office with both individual and institutional clients.

 

After more than 20 years in Winchester, Virginia, most of which with Wells Fargo Advisors, Darlene moved to Destin, Florida, began working with John McHugh, and later transitioned to their independent registered investment advisory firm in 2015. 

(O) 850.460.8442 | 850.533.6722 (C)

Darlene@wealthtrustam.com

WealthTrust Asset Management, LLC is a Registered Investment Advisor (RIA).  Additional information about WealthTrust Asset Management, LLC is available on the SEC's website at www.adviserinfo.sec.gov.  The company's CRD number for a SEC site search is 174901.

LOCATION

Destin, Florida

4458 Legendary Dr.

Suite 140

Destin, FL 32541

CONTACT US

EMAIL:  john@wealthtrustam.com

Phone: 850.460.8440

Toll Free: 844.460.8444

Fax: 850.460.8443