At WealthOne Advisors, we take a straightforward, well-researched approach to investment management. There are many factors we can’t control, so we focus on those we can by:

• Mitigating costs
• Developing a custom asset allocation based on your specific goals
• Diversifying across various investment types and asset classes
• Establishing an appropriate level of risk/reward to help balance
  growth potential while reducing potential losses
• Implementing a disciplined strategy to help remove emotion from
  the decision-making process
• Identifying opportunities to improve the tax efficiency of a portfolio, such as tax loss harvesting, charitable giving and asset location strategies (putting non-tax-efficient assets in tax-efficient accounts and tax-efficient assets in taxable accounts)

No strategy assures success or protects against loss. Asset allocation does not ensure a profit or protect against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.

Diversification does not protect against market risk. WealthOne Advisors and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.