To provide risk-managed investment services to clients with a wealth accumulation and preservation retirement perspective based on a relationship of trust. Our goal is to assist our clients in making "WISER" choices with their money by allowing them to substantially participate in Bull Markets and minimize losses during Bear Markets.
To invest in sectors that have a high performance ranking, solidly participate in trending markets, and preserve capital by attempting to minimize losses.
Large, quick profits are not the primary goal of this investment strategy.
Dr. Weisert's interview in the June 2008 issue of Business Performance Management magazine
With today's economy it's hard to know if you should even invest
Do you know how to pick a financial planner that has your best interests in mind?
Planning Your Future
It's one of the most important things we can do, but it's also the most overlooked. Here at Weisert Investment Services we'll help you towards accomplishing your future financial goals every step of the way.
"Integrity, Competence, Service"
Building Your Wealth