Investment Planning 

How we build investment portfolios 

Even though financial markets are not easily predictable, strategic decisions regarding your investments must be analyzed and executed. The experienced investment management team at Traditions Wealth Advisors can well-equip you to make these kinds of decisions with confidence.

 We emphasis teamwork between the client and advisor. Once again, we are not focused on selling a product or service, but concentrate solely on investment decisions optimal for you.  It is our mission to educate you about the investment discipline that will deliver results within your risk tolerance and time horizon. We trust that we will be successful in helping you determine your investment objectives and implement an investment portfolio to help meet those objectives. During our visit, we will provide you with a written, flexible yet directed, investment policy and discuss our philosophies and methodologies for strategic asset allocation.

 How we administer investment portfolios

 We have an alliance with a premier investment provider such as, but not limited to, Fidelity Institutional. Through one of their friendly security custodians, Pursche Kaplan Sterling, we are able to access any investment opportunity for our clients.

This alliance allows us the freedom to tailor an investment program that fits and grows with our clients. At Traditions Wealth Advisors, we think investors' opportunities shouldn't be limited to the offerings of a single firm. Through Fidelity Institutional, we gain access to opportunities that may not be available to unaffiliated investors. We can then implement any investment portfolio that best aligns with our clients’ target investment strategy.

Traditions Wealth Advisors, LLC.

2700 Earl Rudder Frwy. S.

Crystal Park Plaza, Suite 2600

College Station, TX 77840

Phone: (979) 694-9100

Email: ContactUs@traditionswealthadvisors.com