INVESTMENT STRATEGIES

No Matter Your Stage of Life - Hourglass Can Help Manage Your Investments


At Hourglass Wealth Management we are an independent channel of Wells Fargo Advisors Financial Network. We have access to an array of investment products that allows us to help meet the goals of the client. Through our investment planning tool called Envision, we have the ability to put in all of the assets that the client has and how that may impact their retirement goals. It is also gives us the ability to see how certain decisions impact a client’s financial future.

Once the Envision process is completed and we see what our clients need to do to meet their retirement goals, we can construct a well balanced portfolio through our advisory models that will keep the client balanced based on their risk tolerance and investment objectives. We strive to meet with our clients at least annually to make sure that they are meeting their long term goals.


*Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation, the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Others will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC. © 2003-2018 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.
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-Benjamin Franklin