
We have no incentive to foist expensive
investment products upon our clients. We also oppose day-trading,
market-timing, short-selling, and many other foibles that have
been popularized by the media.
In designing an efficient portfolio
for you, we pledge to balance your need for liquidity, income,
and capital appreciation with your ability and desire to bear risk.
We Can Help You Achieve
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We Can Help You Avoid
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- Investment Flexibility
- Proper Diversification
- An Appropriate Asset Allocation Strategy
- A Desired Level of Liquidity
- A Desired Level of Income
- An Acceptable Level of Risk
- Control over Gains & Losses
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- Sales Charges
- Surrender Charges
- Wrap Fees
- Excessive Management Fees
- Market-Timing Schemes
- Style-Drift
- Phantom Capital Gains
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Wessel Investment
Counsel, LLC
22 South Pack Square
Jackson Building, Suite 400
Asheville, NC 28801-3500
Phone: (828) 232-2000
>> Contact or Find Us |
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