THE WAY INVESTMENT ADVISORS, LLC Service Solutions
Focused on portfolio-investment review and analysis of existing planning models (ie: estate, college, retirement, charitable giving, debt management, cash flow, and closely-held business management).
This service is used as an introduction to our resources and suits entrepreneurial relationships with concentrated wealth, and highly active market participants with strong self-directed skills and accounts.
Accredited Investors only.
HYBRID SOLUTION SERVICES
Focused on in-depth analysis with a solutions-based implementation of recommendations. Focus is on tax-efficient, risk-appropriate vehicles in both public and private markets.
This service typically is used by active/passive investors who prefer a multi-broker/advisor approach in looking for specific solutions.
Accredited Investors and Qualified Purchasers.
Focused on an integrated virtual family office with multi-dimensional planning modules and a broad spectrum of investment opportunities.
This service is used by passive investors who prefer outsourcing of investment directions with integrated accountability and fiduciary roles.
Qualified Purchasers only.