Jim Wilkerson’s practice, which spans 24 years, has afforded him the privilege of advising corporations, municipalities, endowments, foundations and wealthy individuals with their investments. He has worked with several high profile New York investment banks, and has had the opportunity to work in different market conditions.
His practice revolves around three fundamental principals:
Do the right thing
Provide his clients with a successful investment experience
To deliver world-class wealth management services to his clients
Jim’s portfolio management practice is grounded in growing clients’ wealth through diversification using global asset allocation and risk management.
Focusing in fee based money management and utilizing a model portfolio approach, Jim is able to tailor each client’s portfolio to his or her individual goals and risk tolerances. With Jim’s strategy, each client enjoys the benefits of daily monitoring and evaluation every market day personally by Jim.
In addition to Jim’s managed approach to portfolio management, he has a relationship with the Dimensional Fund Advisors, www.dfaus.com, and utilizes their time tested passive wealth building strategy based on academic research of over 25 years as well as many other investment management companies.
Jim is available for public speaking engagements about the latest trends in retirement planning and investing, and regularly provides investor education forums and seminars.
To obtain information on Jim’s investor education seminar schedule or if you have any questions he can be contacted via e-mail or by calling his direct line (480) 778-2005.
He looks forward to helping you with your financial and retirement planning.
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