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Our Investment Strategy

ETWM takes into consideration our clients nonfinancial considerations, risk tolerance and investment goals in determining the optimal utilization of strategies to preserve capital, generate current income, stimulate capital growth, employ tax advantages, and offer portfolio diversification, while keeping liquidity needs in mind.
To best achieve this, ETWM adheres to the principals of Modern Portfolio Theory, which focuses on the relationship between all of the investments in a portfolio, rather than on individual security selection. We believe that a combination of finding the optimal long-term portfolio allocation, and making periodic market driven short-term adjustments to the allocation mix is the key to a well diversified and efficient portfolio.