Whether it's newly inherited money or a 401(k) rollover at retirement, Wendl Financial is there to help you manage your assets. We'll take the time to construct an appropriate investment policy statement and portfolio recommendation that matches your age and tolerance for risk. Monthly fluctuations in your account value that maintain your peace of mind is our primary concern.   

Once the weighting in stocks is determined for your recommended portfolio based on your age and risk tolerance level, individual stock and exchange traded fund selections will conform to the value investment philosophy. A value stock trades at low market price relative to underlying earnings and net current asset values. Choosing stocks trading below this measure of intrinsic value has been shown to outperform the market over the long term.

The value investment philosophy is an underlying thread that runs through all of the portfolios managed for clients. Although past performance using the value approach to investing is no guarantee of future results and loss of principal is always present, I'm confident the underlying principals used in our equity investing should generate good performance over the long term.