Investment Vehicles

Pogson & Matt Wealth Management Group has access to numerous financial vehicles to implement in our investment process for clients. As an independent financial advisory firm, we have nearly the entire universe of investment options available. As a group we perform due diligence on the opportunities, risks, and costs of each of these vehicles. We then work to build a customized solution for the client. Once implemented, our Active Investment Process incorporates a disciplined approach to dynamically manage risk and reward as markets change.

Equities:
- Actively Managed Mutual Funds
- Index Funds
- ETFs
- Individual Stocks

Fixed Income:
- Individual Bonds (e.g. Treasuries, Agencies, Corporates, & Munis)
- Actively managed Fixed Income Funds – All sectors including High Yield & International
- Fixed Income ETFs
- CDs

Cash Management:
- Taxable Money Markets
- Tax-Free Money Markets
- Short term CDs

Third-Party Money Managers