YOUR LOCAL FINANCIAL
ADVISOR
Bryn Mawr Wealth Management, LLC is an independent investment advisor. Since 2007.
INVESTMENT STRATEGIES
Asset allocation manages both risk and return. It does this by investing in equity, bond, and money market funds in set proportions. Investments are further diversified in investment strategies into more specific categories. This produces an average rate of return with a blended risk.
Each strategy has its own unique risk/return profile. Though each strategy manages risk, it does not eliminate it. There is always a possibility of loss when there is also a possibility of gain. Generally, an asset allocation strategy provides results over time that are consistent with its objective.
Here are some of the investment strategies we implement for clients:
TOTAL RETURN STRATEGY
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Growth & Income
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Income & Moderate growth
CAPITAL PRESERVATION AND INCOME STRATEGY
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Income & Capital Preservation
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Low Risk & Safe
CAPITAL APPRECIATION STRATEGY
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Growth & Appreciation
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Aggressive Growth
ABOUT ROBERT FERTMAN
Robert Fertman is the sole owner and operator of Bryn Mawr Wealth Management LLC. He has been a Financial Advisor since 1996.
Mr. Fertman began his financial career at Dean Witter before its merger with Morgan Stanley. He also worked at Wachovia Securities and as an independent financial advisor at LPL Financial Services. In 2007 he registering his firm as a registered investment advisor and began managing accounts at TD Ameritrade Institutional.
Robert graduated from Rider University in 1985 with a degree in finance, and also American University in 1994 with a graduate degree in organization development.
Interests
Robert has a variety of personal interests unrelated to his investment business including acting and has been in a variety of short independent films. He is also interested in dancing and has been studying conversational Spanish for several years. He has a long term interest in the human potential movement and is also a certified life coach.
OUR ADDRESS
Address:
Bryn Mawr Wealth Management, LLC.
1062 East Lancaster Ave, Bryn Mawr PA 19010
Phone: (610) 527-3590
Email: rfertman@brynmawrwealth.com
Hours:
By Appointment
For any general inquiries, please fill in the following contact form:
CONTACT
BRYN MAWR
WEALTH
MANAGEMENT
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