Access to Fixed Income Management Strategies

WHY ACTIVELY MANAGED FIXED INCOME?

Diversity and Depth of Strategies

Active managers with dedicated resources and expertise across various sectors of the market specialize in identifying diverse sources of added value. Effective strategies include sector rotation, controlled duration management, in-depth credit analysis and tactical trading opportunities. Implementing and monitoring such strategies can consistently enhance returns over time without significantly altering risk profiles. Active management of: interest rate risk, credit risk, call risk, reinvestment risk, income tax risk, and transaction risk.

Market Inefficiencies

Inefficiencies in the bond market may provide opportunities for active managers to generate better returns than those of passive portfolios. These inefficiencies may result in opportunities to capture certain attractive premiums in the market: maturity, liquidity and credit premiums.

Passive Limitations

Passive strategies may sacrifice returns given general restrictions on permissible maturities, securities and sectors in which they invest. Active managers seek value across all maturities as they diligently search for new and alternative security types and sectors which can add significant incremental return.

CUSTOMIZED PRODUCTS... ACROSS THE SPECTRUM OF RISK / REWARD

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WealthTrust Advisors (WTA ), a fee based registered investment advisory firm, established its Charlotte office to provide investment and portfolio management to select individuals, families and institutions.

We specialize in the active management of equity portfolios. In addition, we provide custom fixed income and balanced portfolio management for our clients. Our asset management process emphasizes capital preservation through value-oriented strategies that target income and appreciation within a disciplined risk management perspective.