Managed Portfolios

Today’s investors are well aware of the potential rewards of investing. Many people simply lack the time or expertise necessary to make sound day-to-day investment decisions.

Choosing the right investment for your goals can be difficult, as there are thousands of options available. The task of selection is compounded by the fact that investments are influenced by continually changing global market conditions.

While market volatility is a fact of life, strategies such as diversification and asset allocation may help you maintain a balance between risk and return and offset the effects of market volatility. However, determining an appropriate allocation mix and choosing the securities in which your portfolio will invest can be difficult for many investors.


GWN Securites, Inc. offers a range of actively managed portfolios with objectives that range from conservative to aggressive. While attempting to keep in line with its investment objective, each portfolio seeks to hold an optimal mix of mutual funds or variable annuities with the potential to maximize returns while minimizing risk.

The portfolios are designed to provide individuals with the benefits of professional money management achieved through a sophisticated investment discipline. Each portfolio offers broad diversification, advanced asset allocation techniques, professional securities selection and dynamic portfolio management with a discretionary managed account.

Through Redwood Financial’s relationship with GWN Securities, Inc., clients have the opportunity to participate in professional asset allocation programs. These programs are designed to make professional asset allocation techniques, investment selection and ongoing management available to individual investors.