Services

Wedbush Asset Management provides first-class, value added services you would expect of a Financial Advisor. By providing individualized and custom services to Financial Advisors, we enhance their ability to help their clients achieve their financial goals. Some of the services available include:

  • In-depth portfolio analysis and review
  • Portfolio allocation suggestions based on risk tolerance levels
  • Individual strategy modeling, creation and tracking
  • Proposal generation and support
  • Access to a robust platform and comprehensive roster of managed solutions for your customized investment portfolio