"Customization" is not a sales slogan, but a reflection of our belief that every investor should maintain an investment portfolio that reflects their unique circumstances. As a client, you deal directly with a portfolio manager, not a "relationship officer" or salesman, who will build a core portfolio of individual stock and bond holdings targeting your objectives. In addition to active investment management, we may direct you to a combination of external investment managers including hedge funds, and in some cases no-load mutual funds and exchange-traded funds to complement your core, long-term holdings.

Our Advantage

Customized Investment Approach. Portfolios are individually tailored to meet our clients' investment objectives. Clients deal directly with a portfolio manager who understands your financial situation and manages your assets accordingly.

Client Focus. We focus on after-tax, net returns, avoiding the "Achilles heel" of certain mutual funds and managed products. We do not liquidate your assets and replicate a given model portfolio. Instead, we transition existing holdings, managing around low-basis positions when required.

Transparency. Unlike our competitors, we like talking to you about fees. Our asset-based management fee positions us as a partner in your financial achievement. We are rewarded in proportion to the growth of your assets under management, not by the number of transactions.

Superior Service. You will receive details on your account through monthly statements from your custodian, quarterly portfolio reports and periodic investment newsletters, and web-based account access. Our portfolio managers will also schedule regular portfolio reviews with clients to remain engaged over time.

Competitive Costs. Because there is no "middle-man" between you and WealthTrust Advisors, overall costs can be less than those of financial advisors who are either recommending mutual funds or pre-packaged selections of institutional money managers.

WealthTrust Advisors (WTA ), a fee based registered investment advisory firm, established its Charlotte office to provide investment and portfolio management to select individuals, families and institutions.

We specialize in the active management of equity portfolios. In addition, we provide custom fixed income and balanced portfolio management for our clients. Our asset management process emphasizes capital preservation through value-oriented strategies that target income and appreciation within a disciplined risk management perspective.