Oppenheimer

Our mission statement is simple: WealthTrust Asset Management is not in business to simply manage investment portfolios. Our goal is also to build a partnership with Advisors, to help them grow their business, and offer solutions to meet their clients' investment needs. Unlike the mega managers, our size allows us to execute trades quickly and effi... ciently which can add significant returns to a portfolio, especially during volatile markets. Our DBS Portfolios are managed with our proprietary quantitative process. And, with over 25 years of portfolio management experience, we have a proven track record. Our experience coupled with our defined investment process helps us take emotion out of investment buy/sell decisions. Do you want to speak directly with the lead portfolio manager? You will have his direct phone number. Do you want to schedule a webinar with the manager, your client, and yourself to allow your client to learn the WealthTrust process? We are only a phone call away. A MESSAGE FROM JOHN MCHUGH, PRESIDENT FINANCIAL ADVISORS AND RIA's OFFERING WEALTHTRUST ASSET MANAGEMENT AS A THIRD PARTY MANAGER: WealthTrust Asset Management's DBS portfolios are available to you by several means. We can be added to your list of qualified managers for your existing business by way of a sub-advisory agreement with your RIA, or through one of the third-party platforms on which our portfolios are currently offered. To include our DBS portfolios to your RIA's platform, please contact us so we might discuss the options with you and the persons within your firm responsible for qualifications and due diligence of approved managers who operate on a sub-advisory basis. In addition to sub-advisory arrangements, our portfolios are also offered through several SMA third party platforms: SMArtX, Sawtooth, Orion Communities, Fidelity, Raymond James, Schwab Marketplace, TD Ameritrade Managed Accounts and FINIAT. Whether you choose to work with us directly by means of a RIA sub-advisory agreement or through one of our third party ...Read More