Because charity begins at home

Careful portfolio construction is paramount

Generosity Wealth Management believes at least 80% of a client’s portfolio should be in core assets, with preservation of principal a primary objective. Even the most philanthropic investor is limited in their ability to support their family and community if their principal suffers significant declines.

GWM constructs portfolios based upon 5 different risk assessments. We pursue a low cost, tax efficient strategy to implement the core investment strategy, favoring exchange traded funds, low cost index funds, and no-load mutual funds.

GWM also advises the use of Dynamic Asset Allocation in a client’s portfolio. This is a strategy using momentum and sector selection with the goal of increased reward for risk taken.