A full circle approach with you at the center

Bedrock Investment Philosophy

360 Wealth Management is built upon these fundamental principles: sensitivity to expenses and taxes, proactive asset management, a transparent fee structure, and a measured approach to risk. We know that change is the only truly constant in the financial landscape. So, rather than run from or rail against this reality, our team seeks to work with it.

Proactive Asset Management

We believe investment portfolios must be managed professionally and proactively, and financial lives must be governed by caution and prudence. We are patient investors with an eye towards maximizing risk-adjusted returns, not merely gross nominal returns (which are the only ones that get reported). Our advisors review portfolios on an ongoing basis to ensure your portfolio aligns with your specific needs and objectives.

Sensitivity to Expenses and Taxes

Taxes are inescapable for all of our clients and are a significant consideration for many of them. Our advisors are experienced in mitigating the tax consequences of portfolio management. We exercise care in the appropriate placement of investments within taxable and tax-deferred accounts and continually monitor and review portfolios for tax opportunities.

Expenses reduce investment returns for every client. Since 360 Wealth Management has no proprietary financial interest in any strategy or investment product, we strive to select investments for our clients that combine top performance expectation with the lowest possible cost.

Transparent Fee Structure

We are independent advisors, not brokers; as a result, we do not attempt to sell products to you. We offer both fee-based accounts and commission style accounts, depending on what is best for your goals and objectives. In regard to fee-based accounts we simply charge a percentage based on the assets under management. Since our fees are based on the total assets, our incentives are aligned with your long term success. When you do well, we do well. In many cases, the fees are lower than what our clients have paid elsewhere and in some cases may be tax deductible.

Measured Approach to Risk

We believe that risk should only be undertaken to the extent necessary to achieve our clients’ goals. Our role is to provide clarity so that clients can be informed, deliberate, and intentional about the real relationship between risk and return. But, regardless of whether risk is a preference or a requirement, 360 Wealth Management’s advisors strive to achieve broad diversification on a global scale to reduce the volatility that is inherent in any portfolio.

If you want to see if your current portfolio aligns with your risk number click here:

No strategy, including diversification, assures success or protects against loss.

CONTACT 360 WEALTH MANAGEMENT
Address:
17300 N. Dallas Pkwy, Suite 2065
Dallas, TX 75248

Main Phone: 972-421-1360

Main Fax: 972-421-1390
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through 360 Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL registered representatives of 360 Wealth Management may only discuss securities or transact business with persons who are residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, MO, MS, NC, NE, NH, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA.
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