THE DBS PORTFOLIOS OF WEALTHTRUST ASSET MANAGEMENT
~ Diversified, Balanced, Strategic ~
Whether a client's investment goals are preservation of principal, long term capital appreciation, or somewhere in between,
WealthTrust Asset Management can construct a DBS portfolio that can align with their personal objectives.
DBS INVESTMENT SELECTIONS
There are currently nine (9) DBS Investment Options which we refer to as "sleeves." These sleeves can be stand-alone investments or, as traditionally is the case, they may be combined - mixed and matched - to create a portfolio that offers an optimal blend for you. When creating your portfolio you can make the investment sleeve selections independently or with the help of one of our Investment Advisors.
At the Chief Investment Officer's discretion, and depending upon market conditions, equity allocations may be composed of individual equities, or may be more tactical in nature, utilizing ETFs and/or mutual funds.
DBS EQUITY ALLOCATIONS
All of our DBS Equity Allocations share our principals of fundamental investment selection: Identifying and purchasing shares of companies whose recent earnings estimate revisions are increasing, regardless of the economy, and selling the shares of those companies whose earnings estimate revisions are deteriorating, regardless of the economy. These strategies involve shares of U.S.-Based, global corporations as well as U.S. market-listed shares of foreign-based corporations.
Although our equity allocations start with a fundamental base, they each utilize unique investment strategies. Our Total Return and Long-Term Growth Allocations are based on our standard principals of quantitative investment selection, our Earnings "Surprise" Equity Allocation is based on narrow earnings and revenue criteria, and our Price Momentum Equity Allocation focuses on technical price momentum.
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DBS MUTUAL FUND & ETF ALLOCATIONS
Looking for a passively managed portfolio with lower turnover? Our DBS ETF Strategies might be just the right fit. These four portfolios target specific asset classes (Short Term Fixed Income, Intermediate Fixed Income, Equity Growth and Equity Value) and tend to move with the indexes they mirror. Our ETF strategies utilize a “basket” of Exchange Traded Funds (ETFs) and traditional mutual funds. The funds and portfolio allocation are selected to meet a wide range of investment objectives. As is true with all of our portfolios, the ETF Strategy Portfolios can be blended with any of our portfolios for a more personalized investment strategy.
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