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 extra time to figure out an appropriate investment policy statement and portfolio recommendation that matches your age and risk tolerance level.  I'll make sure you understand every investment recommended so that fluctuations in your portfolio don't create any unnecessary stress and anxiety.  Maintaining your peace of mind especially during retirement is something we try to avoid at all costs.  

Once we determine the percentage of your portfolio to allocate in stocks based on your age and risk tolerance level, our equity investments focus on a value investment philosophy.  Stock selections are biased towards securities trading at low market prices relative to underlying earnings and asset values.  Choosing stocks trading below their intrinsic value has shown historically good long term performance and 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 risk of 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.   

A personal review of your account occurs at least quarterly for the first year you come aboard with our investment advisory firm. Time is spent with each client in making sure you understand 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.