President | Principal
About Us
Founded in 2002, Private Wealth Group, LLC (”PWG”) provides investment management services to clients across the United States.
Our Philosophy
Capital markets are dynamic. Their constant evolution brings new risks and new opportunities, challenging traditional investment approaches. While buy-and-hold strategies may work over the long term, we believe many investors are unable to withstand the substantial interim losses that may occur.
Changing Markets. Dynamic Investing.
The continual evolution of capital markets brings new risks and new opportunities. We employ dynamic investment strategies designed to respond to varying market environments – seeking to help grow wealth during favorable conditions, while proactively responding to market risks.
Investment Strategies
Our strategies are designed to manage risk across complete market cycles with an emphasis on reducing peak-to-trough downside volatility.
Intelligent Equity®
Intelligent Equity® is an investment strategy designed to participate in strong equity market uptrends while attempting to avoid downtrends that have the potential to produce catastrophic losses. *
Dynamic Fixed Income
Dynamic Fixed Income is an investment strategy that allocates portfolio assets tactically across the fixed income market. The strategy is designed to participate in favorable market opportunities while responding to environments that have the potential to produce significant losses. *
* There is no guarantee that any strategies discussed will be effective.
Custom Portfolios
Recognizing that each investor is unique, PWG creates custom portfolios for our clients. The goal of our portfolio construction process is to build cohesive portfolios that meet our clients’ individual needs. Portfolios may include ETFs, mutual funds, individual equity and fixed income positions, and private placements. For more information, please contact us.
