Wayne Strout
WS Wealth Managers Inc.
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $100,000
Minimum client income required: $50,000
Title: President and Chief Investment Officer
Offering advice since: 2004
Areas of expertise:
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about Wayne Strout:
Wayne Strout's broad experience includes working in Private Equity, internationally as a President/CEO,COO/MP, running numerous portfolio companies/investments for more than 20 years, with 4 years in retail brokerage with Edward Jones.
He earned a BS degree in Mechanical Engineering and later earned his Masters in Business Administration (MBA) from the prestigious Wharton School at the University of Pennsylvania. He holds the AAMS designation from the College for Financial Planning. Like Joe Paterno and Warren Buffett, Wayne intends to work for as long as he is able with the belief that "serving others is our duty and our highest calling".
Compensation and Fee Structures:
Ask for Form ADV
Licenses, Certifications & Affiliations:
Series 7, 63/65, 24
Life Health in PA and MD
Securities thru Glen Eagle Advisors with Clearing/Custody at Pershing Div of Bank of New York Mellon
Education:
BS Mechanical Engineering MBA Finance-Wharton
Will provide references upon request?
Yes
Further information about WS Wealth Managers Inc.:
(Size of firm: 0-9 advisors)
All business conducted by WS Wealth Managers Inc. (WSWMI) and/or WS Wealth Managers with and for our clients is according to a fiduciary standard of care. Clients know how and by whom we are paid. We avoid conflicts of interest where possible. Where potential conflicts of interest exist because of relationships or transactions that we deem may be in the client's best interest, we fully disclose all details. We place our client's interest ahead of our own.
Our philosophy is that our clients expect us to have the "heart of a teacher, not of a salesman" and that the advice we give to clients would be equally appropriate for ourselves, our family and our friends with similar goals and objectives. When you hire WSWMI, you hire Wayne Strout and his team to serve as your "Personal CFO" and "Trusted Advisor".
WS Wealth Managers, Inc. is focused toward business owners and individuals desiring a secure and independent retirement. WSWMI clients are conservative, with a long term investment perspective, and a special appreciation for the advantages associated with what could be referred to as classic "Growth Oriented Value Investing" - 20% Philip and Ken Fisher and 80% Benjamin Graham and Warren Buffett. (see Common Stocks and Uncommon Profits by Philip Fisher-1958 and The Intelligent Investor by Benjamin Graham-1949) We believe that managing risk is just as important as managing growth. We appreciate the value of Modern Portfolio Theory, however we do believe that preparing the investment portfolio for short and long term cash flows with rising income is the best strategy. We also believe that active professional management, with a long term value oriented strategy can "beat the benchmark" and does justify the costs of professional management over the long term. In other words, competence matters.
Account minimums apply but are waived if referred by existing clients or members of our exclusive referral network. WSWMI does not pay for referrals so those that are referred understand that our name has been given due to respect and the reputation we have earned. The initial consultation is free, without obligation.
Investment advisory services by WS Wealth Managers Inc., a registered investment adviser. Securities thru Glen Eagle Advisors, LLC, Member of FINRA and SIPC. Clearing thru Pershing LLC, Div of Bank of New York Mellon Corp. WS Wealth Managers Inc., Glen Eagle Advisors LLC, and Pershing LLC are not affiliated.
Contact Information for Wayne Strout
Phone: 800-425-1978
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Fax: 888-325-0251
Address for Wayne Strout:
39 E Forrest Ave
Suite 204
Shrewsbury, PA, 17361
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