Customized balanced portfolios tailored to the needs of the individual
investor with ongoing investment management. The firm forms a
partnership with the clients to develop a plan that is best suited for their
individual situation. Portfolios are built using the fundamentals of
asset allocation. This disciplined & diversified approach uses Tactical
and Flexible Asset Allocation and does not include market timing.
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investor with ongoing investment management. The firm forms a
partnership with the clients to develop a plan that is best suited for their
individual situation. Portfolios are built using the fundamentals of
asset allocation. This disciplined & diversified approach uses Tactical
and Flexible Asset Allocation and does not include market timing.
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9500 Brooktree Rd. Suite 302
Wexford PA 15090
Phone: (724) 799-8759
Fax: (724) 799-8746
pat@drazga-wealthadvisors.com
Wexford PA 15090
Phone: (724) 799-8759
Fax: (724) 799-8746
pat@drazga-wealthadvisors.com
Market Timer - an investor that
attempts to predict the future direction
of the market, often by shifting in and
out of investments in order to make
investment gains or avoid losses based on
their prediction of the market's direction.
attempts to predict the future direction
of the market, often by shifting in and
out of investments in order to make
investment gains or avoid losses based on
their prediction of the market's direction.
Drazga Wealth Advisors, LLC
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Equity -Mutual funds with managers with long-term track records with a keen eye
toward low expenses. Additionally, index funds and ETFs may be used to complement
the active managers.
Fixed Income - Individual securities and mutual funds. Funds may be index funds or
those managed by tenured fund managers with strong long-term track records.
Individual bonds include US Treasury, CDs, Government Agency, Municipal and
Investment Grade Corporate bonds.
Sectors - 5-10% of the portfolios may be strategically invested at any time in sector
funds or ETFs in certain portfolios as a means to benefit from the performance of a
particular market sector.
toward low expenses. Additionally, index funds and ETFs may be used to complement
the active managers.
Fixed Income - Individual securities and mutual funds. Funds may be index funds or
those managed by tenured fund managers with strong long-term track records.
Individual bonds include US Treasury, CDs, Government Agency, Municipal and
Investment Grade Corporate bonds.
Sectors - 5-10% of the portfolios may be strategically invested at any time in sector
funds or ETFs in certain portfolios as a means to benefit from the performance of a
particular market sector.