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- Education East Tenessee State University
- Qualifications MBA
- Job Title Financial Planner
- Company Name Fletcher Wealth Management
- Company website and blog.
Fletcher Wealth Management
Investment Adviser
Fletcher Wealth Management, Inc. was founded in 2009 by Andrew Fletcher, MBA, to assist individuals, families, and small businesses by giving impartial advice on financial planning issues. The firm is a fee-only Tennessee Registered Investment Advisor.
Fletcher Wealth Management, Inc.'s Chief Investment Officer, Andrew Fletcher, MBA, oversees the selection of holdings and the implementation of our investment models. Andrew has been actively involved in investment management, research, and providing financial advice since 2004.
Investment process
As exhibited by our various models, we take a holistic view and diversify across asset classes. When choosing holdings for our models, we look for solid investments that are discounted to their fair value. We do not make purchases just to be invested; if no potential holdings meet our criteria, we hold cash until one does.
Investment models
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Fletcher Wealth Oil and Gas MLPs
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Other Asset Class
- Geography US
- Style Sector Focus , Yield
Performance-
9.5%90 day
-
24.5%365 day
Avg. Sub.-
-90 day
Monthly vs S&P5002.2% 12 months
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Fletcher Wealth REITs
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Other Asset Class
- Geography Global
- Style Sector Focus , Yield
Performance-
10.9%90 day
-
32.4%365 day
Avg. Sub.-
9.8%90 day
Monthly vs S&P50012.0% 12 months
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Fletcher Wealth Texas-Based
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
Performance-
8.2%90 day
-
28.6%365 day
Avg. Sub.-
-90 day
Monthly vs S&P5005.7% 12 months
Important Information
1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
Hedging the dollar with these core holdings
16 November 2011
The overall market appears to have somewhat stabilized, so we will consider making some purchases over the next few months.
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