We work with you to understand your specific needs, your investment goals and learn how your assets are currently being managed.
We review the vast array of available investment programs to determine which one(s) are consistent with your risk tolerance and investment objectives.
Once your custom solution is determined, we present a personalized proposal on how they will be managed, priced and supported over time to address your needs and help you achieve your goals.
After your account is opened and the strategy is executed, you will receive a consolidated report that tracks the progress of your overall account and individual investments. At any time, if your needs evolve or change, your IA-Rep is available to work with you to make changes to the account.
One of the key benefits of an investment advisory relationship with us is that you don’t have to worry about the ongoing oversight of your investments. We provide you with ongoing investment advice and monitor your progress every step of way.
Whether you’re investing to buy your first home or starting to plan your retirement, Oladipo Wealth Management advisors1 can help. With an investment brokerage account, our advisors can help you navigate your choices and connect you with investments that may help you reach your financial goals –no matter where you are in life.
Consolidated, Steady Pricing | Client-Friendly Reporting on Investments
WMS offers more than 130 portfolio choices, 260+separate account managers, multiple unified managed account arrangements, and a program that offers an IA-Rep-managed customizable investment approach.
Portfolio Diversification | Professional Management | Liquidity
When you invest in a mutual fund, you join other investors with similar financial goals whose money the portfolio manager has pooled to invest in a portfolio of stocks, bonds, money market instruments, and other securities. Investments in a mutual fund are selected and monitored by a professional portfolio manager who decides when to buy and sell the investment held by the fund, based on the fund’s investment objectives.
Diversification | Tax Efficiency | Lower Cost
Exchange-Traded Funds (ETFs) are investment vehicles that generally track a market index, such as the S&P 500® Index. ETFs trade on major exchanges like individual stocks, so their prices may vary throughout the day. There are thousands of ETFs available for investing, with varying complexities and market risks.
Tax Advantage | Investment Flexibility
With an IRA, you’re able to save for retirement with tax advantages. Compared to a 401(k), which you usually invest in through payroll contributions at your employer, an IRA is opened by an individual through a financial services provider, such as an investment firm or bank. IRAs allow you to choose among investment options like mutual funds, individual securities, and annuities. There are two common types of IRAs: traditional and Roth; each have different eligibility requirements, contribution limits, and tax benefits.
529 Tax Advantages | 529 Contribution Limits | 529 Plan Types | 529 Investment Options
529 plans are state-sponsored investment programs that are designed to help you meet your higher education goals. So if you want to help pay for your child’s college tuition or even the tuition of another family member, 529 plans can help. By offering a range of benefits including attractive tax advantages and flexible investment options, 529 plans can help you save for tuition and even room and board.
An important aspect of a balanced wealth management strategy is helping you reach and maintain an appropriate liquidity plan. Whether you are faced with an unexpected expense or a time-sensitive opportunity, having a securities-backed credit line in place may give you access to the liquidity you need while remaining focused on your long-term financial goals.