Wealth Preservation Advisors, LLC

Investment Strategy

Wealth Preservation Advisors, LLC employs a multi-strategy investment approach, including alternative investments such as hedge funds, commodity pools, REITs, private equity, and business development companies, as well as traditional securities purchases. They utilize long-term and short-term purchase strategies based on each client's investment objectives, risk tolerance, and time horizon. For some clients, the firm may also use margin transactions and variable annuities. The firm prioritizes customization and risk management, selecting strategies deemed appropriate to each client, and is not tied to a particular product or sponsor. Alternative assets may be illiquid and are carefully reviewed, while traditional holdings and options strategies are employed for diversification and growth.