Named a Top 50 Advisor in America, Cory established PWM in 2008 to service his clients specializing in Portfolio/Risk Management. A University of Iowa Graduate, Cory now services clients across the country with a focus on Iowa.
Cory has 2 daughters, both of which have either attended/attending Univ. of Iowa. He enjoys golf and watching Iowa Football/Basketball.
For more information on our process, services, and strategy, please check www.pwm-inc.com, or the link above.
Private Wealth Management was established in 2008 at the height of the financial crisis. We made the move to an independent business model for two reasons: we could specialize in what we do best for our clients and there are no conflicts of interest by being associated with larger Wall Street firms or other financial institutions. We work for our clients and only our clients.
General Information |
| Firm Start Year: | 2008 | |
| Name of Broker/Dealer: | Cambridge |
| Name of Custodial Firm: | NFS/Fidelity |
| Number of Years with Current Firm: | 15 |
| Advisory Services Provided: | Wealth Management, Risk Management, 401K Rollovers, Financial Planning, Portfolio Management, Retirement Planning |
Services |
| Can meet clients in the following ways: | Your Office, Video Conference, Your Home, Our Office |
Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
Financial Services |
| Portfolio Management
Avoiding major drawdowns in the market is the key to long-term investment success. If you are not spending the bulk of your time making up previous losses in your portfolio, you spend more time compounding your invested dollars towards your long term goals. We have spent the last several years developing and refining a data-driven, mathematically based strategy to execute this mantra. |
| Risk Management
The problem with most advisors is that they tell you when to get into investments, but they never tell you the most important part of asset management... when to sell. We utilize a two-pronged approach to constructing and managing our portfolios. Fundamental research tells us where we are in the economic cycle. This determines what we should own and why. The second-factor signals when we should buy/sell those positions. |
FAQs |
Why should I choose you as my financial advisor?The problem with most advisors is that they tell you when to get into investments, but they never tell you the most important part of asset management... when to sell. We utilize a two-pronged approach to constructing and managing our portfolios. Fundamental research tells us where we are in the economic cycle, determining what we should own and why. The second-factor signals when we should buy/sell those positions. We have spent several years developing and refining a data-driven, mathematically based strategy to execute this mantra. |
How are you compensated? How will I pay for your services?We charge a fee based on the value of the investments we manage. |
How much risk should I be willing to take?After a thorough discussion, we can determine the appropriate risk, given your goals and timeframes. One risk that doesn't remain constant is market risk. That's what separates us from others. You don't drive your car at the same speed 100% of the time. You need to adjust your speed to fit the current road conditions. You should be doing the same with your investments. We spend 2-3 hours daily measuring and mapping the market data, price, and volatility to help determine the current and future 'road conditions.' From there, we make the appropriate adjustments to your investments. Preserving your hard-earned capital during significant market declines is the key to building and sustaining wealth. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Private Wealth Management, Inc., are not affiliated. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss. Actual client results will vary based on investment selection, timing, market conditions, and tax situation. |
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
Top 50 Advisors in America
(11/01/2008)
In 2008 Cory was named one of the Top 50 advisors in America, by BIC Magazine. Cory takes pride in the award as it was given during one of the worst financial crises of the last 25 years. While many financial firms struggled or even failed, he helped protect his clients assets and was recognized for his leadership during this time.
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