ALLUVIAL WEALTH MANAGEMENT

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Portfolio Management for Investors and Advisors
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    • AWM High Growth Portfolio
    • AWM High Dividend Yield Portfolio
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Investment Management

Creation and management of investment portfolios that maximize return while minimizing risk. We use Efficient Market Hypothesis and other tools to design and monitor portfolio's of equities to deliver agreed objectives with minimum risk possible given the stock selection.
Currently we are running two portfolios:
AWM High Growth
This portfolio seeks to beat the S&P 500 over 3 to 5 years by selecting high growth stocks in a diversified portfolio. The portfolio is rebalanced quarterly and new stocks may be added from time to time. Asset allocations are made to achieve an efficient market portfolio. 
AWM High Dividend Yield
Our high dividend portfolio is designed to provide an after tax income return above bond and money market rates, while maintaining and growing capital. The portfolio is rebalanced quarterly and new stocks may be added from time to time. Asset allocations are made to achieve an efficient market portfolio. ​ 
Find Out More
Investment advisory services and Insurance services offered through Alluvial Wealth Management Inc, a registered investment advisory firm.  CPA and accounting services offered through Ryan, Geer, Field, and Rhodes PLLC.
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Telephone :
​704 927 1492

  • Home
  • Investment Management
    • AWM High Growth Portfolio
    • AWM High Dividend Yield Portfolio
  • Contact
  • Blog