Proprietary Wealth Management

"This isn't just set it and forget it"

NW Financial & Tax Solution's

Proprietary Wealth Management Platform

Our wealth management platforms are focused on generating a consistent stream of income through dividends regardless of market conditions. The manager seeks to proactively find opportunities based on macro-economic trends. We actively pursue a broad range of investments to capitalize on market inefficiencies. This is an actively managed portfolio strategy focused on producing yield through a mix of diversified dividend producing equities. It is a proprietary managed platform designed to complement an overall retirement income plan.

The strategy has two main objectives:

1. Produce consistent income stream

Through a diverse mix of portfolio holdings, the strategy attempts to produce consistency in an inconsistent world.

2. Deliver capital appreciation

Calculated portfolio management is used to drive portfolio growth. This is accomplished by, factor based sector rotation that creates opportunities for growth based on the greatest economic trends at a given period.

This isn’t just set it and forget it

While the strategy does focus on utilizing longer duration strategies to capitalize on market trends, it isn’t passively managed. It seeks to capitalize on the changing world and economy and identify opportunities that may pay off in the medium to long term.

A diverse mix of income producing assets

Depending on macroeconomic indicators, our strategies utilize a strategic mix of assets to accomplish its overarching goals.

Real Estate Investment Trusts (REITS)

A REIT is a type of security that invests in real estate through property or mortgages and delivers income through rents and profits. They often trade on major exchanges like a stock.

Blue Chips

A blue chip is a nationally recognized, well-established and financially sound company that has not cut a dividend in 25 years. Blue chips generally sell high-quality, widely accepted products and services.

Credit

Credit market refers to the market through which companies and governments issue debt to investors, such as investment-grade bonds, high yield bonds and short-term commercial paper.

Energy

Within the energy sector there are many different subsets of clean energy including solar, wind and biofuels. In addition, master limited partnerships and pipelines can deliver high dividend paying investments.

Financials

This sector includes banks, investment funds, insurance companies and real estate. Most companies within the sector issue dividends and are judged on the overall strength of their financial health and create a sector that can benefit from rising interest rates.

Fixed Income

Fixed income is a type of investing or budgeting style for which real return rates or periodic income is received at regular intervals and at reasonably predictable levels typically through the use of bonds.

Portfolio Manager: Jason T. Lambert

The captain at the helm of the portfolio management team is Jason Lambert. Jason is a fully licensed fiduciary financial advisor with NW Financial & Tax Solutions. He has his degree in finance from Auburn University. Jason has been a portfolio manager with Merril Lynch and Morgan Stanley before moving to the independent wealth management world.