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The One2One Wealth Strategies DIFFERENCE

INVESTMENT MANAGEMENT

Investment today faces a broad array of challenges. Fundraising and pursuing your organization’s mission are demanding enough. Add to that the responsibility of managing your investment portfolio against a backdrop of market volatility, economic uncertainty and your own organizational constraints, and professional guidance is nothing short of imperative.

Innovative Portfolio STRATEGIES

PROACTIVE, BALANCED INVESTING

As an investment advisor following a fiduciary standard, One2One Wealth Strategies offers proven practices coupled with an innovative and proactive approach that sets us apart. Our investment principles are designed to create real growth in wealth over complete market cycles. Balanced by fixed income and alternative investment programs, and with portfolio risks managed through asset allocation, manager selection and investment strategy diversification, our foundation and endowment client portfolios are carefully constructed to perform effectively under a variety of market conditions.


One2One Wealth Strategies SOLUTIONS

Modern Fiduciary Mindset

As wealth advisors, we approach our role by putting your organization’s mission first. Count on One2One Wealth Strategies for:

  • Customization—advisory strategies driven by an in-depth assessment of your needs and objectives
  • Market Perspective—a unique focus on where markets are headed rather than a reliance on past performance, which has proven successful in virtually every kind of market
  • Disciplined Investment Process—an approach that combines research, open access to investment strategies, and dynamic, independent investment decisions
  • Fiduciary Standard—the highest level of accountability for acting in your best interests at all times
  • Education and Communication—a commitment to share best practices to assist you with important governance structure and policy decisions
  • Cost containment—to ensure more funds can be devoted to realizing your mission

Office

7500 E. Pinnacle Peak Rd. Suite A-104
Scottsdale, AZ 85255

 

Contact Info

E: ask@121ws.com
P: (623) 850-0016

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial representatives associated with this website may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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