Investment Management

Successful investment management starts with discipline. It is the cornerstone of your financial future. At Black Knight Wealth Management, we manage your assets as if they were our own.

PERSONALIZED INVESTING

We understand that your wealth is more than a number: It’s the key to a secure and fulfilling life, created on your terms.

Our priorities are to protect your hard-earned capital and to grow it intelligently, employing a well-diversified mix of stocks, bonds, mutual funds and exchange-traded funds. And because each client’s situation and objectives are unique, our portfolios are carefully customized to meet your needs.

A DISCIPLINED APPROACH

Investing is a science, not an art. And it’s certainly not about hunches or following the crowd.

At Black Knight Wealth Management, we employ a disciplined approach that has rewarded long-term investors through changing markets.

With a focus on yield and cash flow our Income Portfolio is designed to weather down turns in the market by “paying you to wait” for a recovery thru the interest and dividends you receive.

Our Growth Portfolio encompass long-term, strategic “core” investments that are blended to achieve the performance you need with the least possible risk. Our unique approach is to find undervalued investments for the long haul.

ACCOUNTABLE TO YOU

As an independent, fiduciary advisory firm, we’re proud to be accountable solely to our clients. We monitor your investments daily, track and measure performance regularly, and communicate frequently.

Most importantly, we never lose sight of our goal: Your success.

Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

Let's chat