At Equilibrium Wealth Advisors, we build investment strategies designed around each client’s goals, timeline, and comfort with risk. By carefully evaluating market conditions and your personal financial situation, we help create a strategy intended for long-term success.
At Equilibrium Wealth Advisors, we start by understanding your risk tolerance. This involves a detailed discussion about your financial situation, investment objectives, and personal goals. We believe that a well-crafted investment strategy should align with your capacity to absorb potential losses without jeopardizing your financial security.
Your time horizon, how long you plan to invest, is another crucial factor in building your investment strategy. A longer time horizon may provide more opportunity to ride out short-term market volatility, though longer time horizons do not guarantee higher returns. We factor in your investment timeline while designing a strategy that serves your long-term financial goals.
Diversification is a cornerstone of our investment philosophy. We spread investments across a mix of asset classes to help mitigate risk and capitalize on market opportunities. This approach aims to strike a balance between risk and reward based on your specific needs and goals. It is important to understand that diversification does not eliminate the risk of investment losses.
Our financial planning services go beyond initial strategy development. We continually monitor and adjust your portfolio to ensure it remains aligned with your evolving needs and market conditions.
At Equilibrium Wealth Advisors, we’re committed to helping you achieve your financial goals. With our expertise and personalized approach, we’ll build an investment strategy that’s designed just for you. Whether you’re local in Pittsburgh or located anywhere in the United States, we look forward to serving you. Let’s turn your financial dreams into reality. Contact us today at (412) 991-1385.
Important Disclosures
Equilibrium Wealth Advisors (EWA), LLC is a registered investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not indicative of future results. Diversification does not ensure a profit or guarantee against loss.
The information provided herein is for general informational purposes only and should not be construed as personalized investment advice. Investment decisions should be based on an individual’s own goals, time horizon, and tolerance for risk.
For more information about EWA’s services, fees, and business practices, please refer to our Form ADV Part 2A and Form CRS, available at adviserinfo.sec.gov or upon request.
In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.
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Important Disclosures:
Securities and advisory services offered through EWA LLC dba Equilibrium Wealth Advisors (a SEC Registered Investment Advisor).
* Contents for information purposes only and nothing herein shall constitute an offer to buy or sell securities, nor does it amount to tax, legal or investment advice.
* Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of fund shares is not guaranteed and will fluctuate.
* Corporate bonds are considered higher risk than government bonds but normally offer a higher yield and are subject to market, interest rate and credit risk as well as additional risks based on the quality of issuer coupon rate, price, yield, maturity, and redemption features.
* The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. You cannot invest directly in this index.
* All indexes referenced are unmanaged. The volatility of indexes could be materially different from that of a client’s portfolio. Unmanaged index returns do not reflect fees, expenses, or sales charges. Index performance is not indicative of the performance of any investment. You cannot invest directly in an index.
* The Dow Jones Global ex-U.S. Index covers approximately 95% of the market capitalization of the 45 developed and emerging countries included in the Index.
* The 10-year Treasury Note represents debt owed by the United States Treasury to the public. Since the U.S. Government is seen as a risk-free borrower, investors use the 10-year Treasury Note as a benchmark for the long-term bond market.
* Gold represents the afternoon gold price as reported by the London Bullion Market Association. The gold price is set twice daily by the London Gold Fixing Company at 10:30 and 15:00 and is expressed in U.S. dollars per fine troy ounce.
* The Bloomberg Commodity Index is designed to be a highly liquid and diversified benchmark for the commodity futures market. The Index is composed of futures contracts on 19 physical commodities and was launched on July 14, 1998.
* The DJ Equity All REIT Total Return Index measures the total return performance of the equity subcategory of the Real Estate Investment Trust (REIT) industry as calculated by Dow Jones.
* The Dow Jones Industrial Average (DJIA), commonly known as “The Dow,” is an index representing 30 stock of companies maintained and reviewed by the editors of The Wall Street Journal.
* The NASDAQ Composite is an unmanaged index of securities traded on the NASDAQ system.
* International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
* Yahoo! Finance is the source for any reference to the performance of an index between two specific periods.
* The risk of loss in trading commodities and futures can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. The high degree of leverage is often obtainable in commodity trading and can work against you as well as for you. The use of leverage can lead to large losses as well as gains.
* Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
* Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
* Past performance does not guarantee future results. Investing involves risk, including loss of principal.
* The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee it is accurate or complete.
* There is no guarantee a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
* Asset allocation does not ensure a profit or protect against a loss.
* Consult your financial professional before making any investment decision.
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.