WS
Waukem Stonelake
Operations at Portfolio Strategies,
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Work Experience
Operations
Present
Company Details
11-50 Employees
Many investors today feel caught between a rock and a hard place. They want the security that fixed-rate investments can offer, yet still seek the potential high performance of equities. If a portfolio is left to depend upon an unmanaged buy-and-hold strategy, its value is at the mercy of the market. • Portfolio Strategies offers a managed alternative to buy-and-hold • Client accounts are actively managed and monitored on a daily basis • The manner in which our programs approach risk management is what gives each its own, independent character. We encourage your interest and welcome the opportunity to discuss the importance of active, professional money management with you, as it applies to your own investment objectives. Please address this with your account representative or call us directly at (253) 383-1676 or (800) 959-2001.
Year Founded
1982
Social Media
LinkedinTwitter
Industry
Financial Services, Banks & Financial Services
HQ Location
621 Pacific Avenue Suite 15 Tacoma, Washington 98402, US
Keywords
Investment ManagementMulti-manager ProgramsTactical Equity ProgramsTactical Bond Programs
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