Michael Gary Ball

Transform Wealth utilizes a combination of fundamental and technical analysis while employing an asset allocation strategy that incorporates cash flow considerations, current and future financial obligations, risk perceptions, time horizon, and investment objectives. The firm takes the position that no single strategy can be relied upon to outperform the market. Their goal in its analysis is not to make any attempt to time the market.

Functions as a College/University

Weatherstone actively manages investment strategies that are designed to reduce investment risk and generate higher returns for investors over a full market cycle, by adapting and adjusting the underlying holdings of the portfolios as market conditions change. The firm’s investment team looks for publicly traded, liquid investment vehicles such as low-cost exchange traded funds (ETFs), or traditional mutual funds.