Equity Investing

Our equity strategy seeks to identify stocks with good growth prospects trading at reasonable valuations relative to their peers and leading companies trading at discounts to their intrinsic values with catalysts for valuation change.

Fixed Income Investing

We provide clients with fixed income management, which constructs individual bond accounts of municipal, corporate, and government securities while actively managing portfolio duration to control interest rate risk.

Asset Allocation

Our portfolio managers will work with you to understand your needs and develop an investment strategy that is suitable. We use the efficient frontier model as a starting point for asset allocation discussion, but our investment process is the antithesis of cookie-cutter and will be customized to individual parameters.

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.