Call 1.866.825.3005 for more information
Call 1.866.825.3005 for more information
The paramount investment philosophy of Gerard Wealth Management, Inc. is to not subject invested capital to undue risk. The manager has more than 30 years of investing experience.
The firm has a philosophical bias towards security of invested capital, a philosophy that naturally is adjusted according to the objective of each portfolio under management. For example, a portfolio that is strictly for income purposes will be designed with a substantial level of principal protection, while a growth-oriented portfolio will take a higher level of risk. However, in no case does the firm engage in speculative, high-risk investing.
The firm was established in 2008 by John Gerard Lewis after a personal investing career of more than 30 years.
Important Information
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
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
In defense of my boomer investment portfolio
2 May 2012
Some readers questioned whether that portfolio was truly conservative, and none of the three components was spared.
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