Whether it's newly inherited money or 401(k) rollovers, Wendl Financial Services, Inc. is there to help you manage your assets. I'll take the time to construct an appropriate investment policy statement and portfolio recommendation that matches your age and risk tolerance level.  I'm confident that after I review the recommendations, you will understand what the average, best & worst case returns you can expect on your portfolio so that monthly fluctuations in the account value don't create any unnecessary stress and anxiety.  Maintaining your peace of mind especially during retirement is something I try to avoid at all costs.  

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.  Value stocks trade at low market prices relative to underlying earnings and 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 I manage 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.   

Time is spent with each client in making sure an understanding of exactly where your money is invested and reinforcing those decisions with periodic reviews. Our fee structure is listed on the chart below which is one of the most competitive in the Saint Louis area. The fee is a percentage of assets under management and is deducted quarterly on the last business day of January, April, July and October.