Services

Biltmore Wealth Management, LLC is a fee-based investment advisor firm, with a focus on managing individual equities or a basket of exchange traded funds (ETF’s). We have the independence to build a plan and portfolio that fits the client’s goals and objectives. Here are a couple examples of different portfolios we manage for clients:

  • Biltmore Wealth Management, LLC actively manages a concentrated portfolio of best-of-breed stocks. We have a good understanding of each company we invest in and allocate the portfolio based on the current economic environment. In addition to the stock allocation, we will include ETFs for diversification reasons.
  • Biltmore Wealth Management, LLC uses a number of different ETFs. We allocate portfolios across all asset classes (stocks, bonds, alternatives) around the world. Some investor’s financial goals align better with a more diversified portfolio over many asset classes. We adjust the portfolio to a growth or defensive orientation based on our client’s financial objectives with an eye towards the macroeconomic environment. In addition, we have the ability to switch any portfolio to distribute income when the client’s financial situation changes (i.e. retirement).