{"id":10,"date":"2014-10-24T11:09:40","date_gmt":"2014-10-24T17:09:40","guid":{"rendered":"http:\/\/gpswp.com\/boatmanbenefits\/?page_id=10"},"modified":"2022-11-03T15:39:45","modified_gmt":"2022-11-03T21:39:45","slug":"investment-management","status":"publish","type":"page","link":"https:\/\/gpswp.com\/boatmanwealthmanagement\/services\/investment-management\/","title":{"rendered":"Investment Management"},"content":{"rendered":"<h2>At Boatman Wealth Management, LLC, we believe no two investors are alike. In order to help each client meet their financial goals, we implement a team-oriented approach to investment management and a client focused culture that is fundamental to our investment process.<\/h2>\n<div class=\"vid-box\"><iframe loading=\"lazy\" src=\"\/\/player.vimeo.com\/video\/90127044\" width=\"500\" height=\"281\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<h3>Our advice and recommendations are tailored to our clients\u2019 investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation.<\/h3>\n<p>Our investment strategy is designed based on your investment goals like preserving principal, maximizing income or accumulating capital.<\/p>\n<p>As a fiduciary, we have an obligation to ensure the appropriate products are chosen based on the client\u2019s best interest. Therefore, we develop your personalized asset allocation model based on individual risk tolerance, objectives and financial needs. Our goal is to maximize your investment returns through diversification of your assets* and a disciplined investment philosophy combined with rigorous risk management.<\/p>\n<p><em>*Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus.<\/em><\/p>\n<div id=\"gi-videos\">\n\t<div>\n\t\t<div v-if=\"activeVideo\" class=\"form-group\">\n\t\t\t<div class=\"embed-responsive embed-responsive-16by9\">\n\t\t\t  \t<iframe :src=\"activeVideo.url\" class=\"embed-responsive-item\"><\/iframe>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t<div class=\"row\">\n\t\t\t<div class=\"col-sm-4 form-group\" v-for=\"video in videos\">\n\t\t\t\t<div\n\t\t\t\t\tv-if=\"video.thumbnail\" \n\t\t\t\t\t@click=\"switchActiveVideo(video)\"\n\t\t\t\t\tstyle=\"cursor: pointer;\">\n\t\t\t\t\t<img :src=\"video.thumbnail\" class=\"img-responsive\" style=\"min-height: 150px\">\n\t\t\t\t<\/div>\n\t\t\t\t<div \n\t\t\t\t\tv-else\n\t\t\t\t\t@click=\"switchActiveVideo(video)\"\n\t\t\t\t\tclass=\"gi-video-no-thumbnail\"\n\t\t\t\t\tstyle=\"cursor: pointer;\">\n\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 20 20\">\n\t\t\t\t\t  \t<path fill=\"currentColor\" d=\"M15,10.001c0,0.299-0.305,0.514-0.305,0.514l-8.561,5.303C5.51,16.227,5,15.924,5,15.149V4.852  c0-0.777,0.51-1.078,1.135-0.67l8.561,5.305C14.695,9.487,15,9.702,15,10.001z\" \/>\n\t\t\t\t\t<\/svg>\n\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t<div class=\"gi-video-details\">\n\t\t\t\t\t<span class=\"gi-video-title\">{{ video.title | truncate(22) }}<\/span><br>\n\t\t\t\t\t<span class=\"gi-video-date\">{{ video.date | niceDate }}<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n<p style=\"font-weight: 400;\"><em>*This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC.\u00a0 A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor\u2019s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>At Boatman Wealth Management, LLC, we believe no two investors are alike. In order to help each client meet their financial goals, we implement a team-oriented approach to investment management and a client focused culture that is fundamental to our investment process. Our advice and recommendations are tailored to our clients\u2019 investment goals, desired return [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":6,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Investment Management - Boatman Wealth Management, LLC<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gpswp.com\/boatmanwealthmanagement\/services\/investment-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment Management - Boatman Wealth Management, LLC\" \/>\n<meta property=\"og:description\" content=\"At Boatman Wealth Management, LLC, we believe no two investors are alike. In order to help each client meet their financial goals, we implement a team-oriented approach to investment management and a client focused culture that is fundamental to our investment process. Our advice and recommendations are tailored to our clients\u2019 investment goals, desired return [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/gpswp.com\/boatmanwealthmanagement\/services\/investment-management\/\" \/>\n<meta property=\"og:site_name\" content=\"Boatman Wealth Management, LLC\" \/>\n<meta property=\"article:modified_time\" content=\"2022-11-03T21:39:45+00:00\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/gpswp.com\/boatmanwealthmanagement\/services\/investment-management\/\",\"url\":\"https:\/\/gpswp.com\/boatmanwealthmanagement\/services\/investment-management\/\",\"name\":\"Investment Management - Boatman Wealth Management, LLC\",\"isPartOf\":{\"@id\":\"https:\/\/gpswp.com\/boatmanwealthmanagement\/#website\"},\"datePublished\":\"2014-10-24T17:09:40+00:00\",\"dateModified\":\"2022-11-03T21:39:45+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/gpswp.com\/boatmanwealthmanagement\/services\/investment-management\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/gpswp.com\/boatmanwealthmanagement\/services\/investment-management\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/gpswp.com\/boatmanwealthmanagement\/services\/investment-management\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/gpswp.com\/boatmanwealthmanagement\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Services\",\"item\":\"https:\/\/gpswp.com\/boatmanwealthmanagement\/services\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Investment Management\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/gpswp.com\/boatmanwealthmanagement\/#website\",\"url\":\"https:\/\/gpswp.com\/boatmanwealthmanagement\/\",\"name\":\"Boatman Wealth Management, LLC\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/gpswp.com\/boatmanwealthmanagement\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Investment Management - Boatman Wealth Management, LLC","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/gpswp.com\/boatmanwealthmanagement\/services\/investment-management\/","og_locale":"en_US","og_type":"article","og_title":"Investment Management - Boatman Wealth Management, LLC","og_description":"At Boatman Wealth Management, LLC, we believe no two investors are alike. In order to help each client meet their financial goals, we implement a team-oriented approach to investment management and a client focused culture that is fundamental to our investment process. Our advice and recommendations are tailored to our clients\u2019 investment goals, desired return [&hellip;]","og_url":"https:\/\/gpswp.com\/boatmanwealthmanagement\/services\/investment-management\/","og_site_name":"Boatman Wealth Management, LLC","article_modified_time":"2022-11-03T21:39:45+00:00","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/gpswp.com\/boatmanwealthmanagement\/services\/investment-management\/","url":"https:\/\/gpswp.com\/boatmanwealthmanagement\/services\/investment-management\/","name":"Investment Management - Boatman Wealth Management, LLC","isPartOf":{"@id":"https:\/\/gpswp.com\/boatmanwealthmanagement\/#website"},"datePublished":"2014-10-24T17:09:40+00:00","dateModified":"2022-11-03T21:39:45+00:00","breadcrumb":{"@id":"https:\/\/gpswp.com\/boatmanwealthmanagement\/services\/investment-management\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/gpswp.com\/boatmanwealthmanagement\/services\/investment-management\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/gpswp.com\/boatmanwealthmanagement\/services\/investment-management\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/gpswp.com\/boatmanwealthmanagement\/"},{"@type":"ListItem","position":2,"name":"Services","item":"https:\/\/gpswp.com\/boatmanwealthmanagement\/services\/"},{"@type":"ListItem","position":3,"name":"Investment Management"}]},{"@type":"WebSite","@id":"https:\/\/gpswp.com\/boatmanwealthmanagement\/#website","url":"https:\/\/gpswp.com\/boatmanwealthmanagement\/","name":"Boatman Wealth Management, LLC","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/gpswp.com\/boatmanwealthmanagement\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/gpswp.com\/boatmanwealthmanagement\/wp-json\/wp\/v2\/pages\/10"}],"collection":[{"href":"https:\/\/gpswp.com\/boatmanwealthmanagement\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/gpswp.com\/boatmanwealthmanagement\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/gpswp.com\/boatmanwealthmanagement\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/gpswp.com\/boatmanwealthmanagement\/wp-json\/wp\/v2\/comments?post=10"}],"version-history":[{"count":12,"href":"https:\/\/gpswp.com\/boatmanwealthmanagement\/wp-json\/wp\/v2\/pages\/10\/revisions"}],"predecessor-version":[{"id":638,"href":"https:\/\/gpswp.com\/boatmanwealthmanagement\/wp-json\/wp\/v2\/pages\/10\/revisions\/638"}],"up":[{"embeddable":true,"href":"https:\/\/gpswp.com\/boatmanwealthmanagement\/wp-json\/wp\/v2\/pages\/6"}],"wp:attachment":[{"href":"https:\/\/gpswp.com\/boatmanwealthmanagement\/wp-json\/wp\/v2\/media?parent=10"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}