john w. day - lead investment strategist

John W. Day is a Registered Investment Advisor (IAR) and lead strategist for Wealth Advisors, LLC. He is designated as a Certified Investment Management Analyst (CIMA) and has earned his Investment Strategist Certificate, both awarded by the Investment Management Consultants Association (IMCA) and taught at The Wharton School of Business at the University of Pennsylvania.

John has over 20 years of experience in the financial and investment arena and has created Wealth Advisors, LLC as a private firm to uniquely serve clients as an Institutional Money Manager rather than a salesman at a traditional retail firm. Being an unbiased advisor allows John the flexibilty to design and implement portfolio strategies for investors who want to maximize their returns while managing risk.

PORTFOLIO DESIGN & risk management

The key to consistent wealth accumulation and preservation is the design, implementation, and monitoring of our clients' portfolios. As our lead portfolio strategist, John W. Day takes a very personal approach to this process and above all desires to develop a long-term trusting relationship with every client.

Creating customized portfolios takes many hours of meetings, consultations, reviews and behind the scenes planning and preparation. Many clients have multiple goals and specific needs and each portfolio is tailored to achieve those goals. Risk is managed by creating a diversified portfolio of investments, constant monitoring of the markets to spot strength and weakness, and timely adjustments to sector allocations to achieve maximum performance with minimum risk.

PERFORMANCE & RETURNS

Great performance and large returns are what we all seek in our financial and investment planning. However, planning a strategy to achieve great perfomance and returns is more of an art than a science. Wealth Advisors, LLC does not guarantee performance or returns, but we do guarantee to work diligently to put together solid and focused financial and investment strategies to achieve our clients' goals.

How do we monitor performance and returns? Each month we use very powerful computer software programs to comb through thousands and thousands of stocks, mutual funds and other investments to find the top performing securities that meet our custom criteria. We then extract statistics and ratios that indicate risk, performance, income potential, sector rank and other factors. John W. Day, our lead investment strategist, then examines all these statistics and compares them to our managed portfolios to determine if each clients' strategy is performing as expected. If John determines that adjustments are needed, our clients are contacted to discuss his findings and suggestions.

Click for definitions of  Statistical Risk Measurements used in performance analysis.

INSTITUTIONAL INVESTING

Please choose the note that best describes yours below. If your note is not listed, please choose the "Other" category. It is only necessary to list your note once.

Headline

Please click on the type of note you would like to add to the system now and one of our representatives will get back to you as soon as possible. Thank you.

Please click here for a glossary of Investment Terms

INVESTMENT ACCOUNT TYPES

Please choose the note that best describes yours below. If your note is not listed, please choose the "Other" category. It is only necessary to list your note once.

Please click on the type of note you would like to add to the system now and one of our representatives will get back to you as soon as possible. Thank you.