Portfolio Management And Financial Advisory Services                  In A Commission-Free Environment                          Toll Free 800-304-1232

We take an active role in the personalized management of each client account. Our risk management strategy enabled our firm to move all of our clients out of the stock market in the Spring of 2008, avoiding most of the market losses that occurred in 2008 and early 2009.  Many investment professionals are eager to place your funds in the market, but most are unable or reluctant to suggest when you should consider selling.

The goal of Preferred Wealth Management, LLC is to provide continuous professional investment management services  and  comprehensive  financial  planning  to  select clients. We can work with your accountant, attorney, and insurance agent to craft a comprehensive financial plan, a plan to prudently protect, grow, and manage your assets for years to come. We’ll supervise your investment portfolio and work with you to implement your plan, and evaluate plan progress on a frequent basis.  Client assets are custodied with Scottrade Advisor Services. Accounts are insured to $25 million and there are more than 375 branch offices across the nation.  In short, our only agenda is your agenda.

OUR INVESTMENT STRATEGIES    Our portfolios are designed to provide investors with broad diversification over all assets classes including alternative assets. Alternative Assets are assets other than traditional stocks and bonds.  Certificates of Deposit (CDs) Domestic Stocks    International Developed Market Stocks  International Emerging Market Stocks  Bonds (Treasury, Corporate, Municipal, High Yield) Natural Resources (Oil, Natural Gas, Grains) Precious Metals (Gold, Silver) Alternative Energy (Wind, Solar) Specific Sectors  Short or Hedged Exchange Traded Funds (ETFs)  Conservative Option Writing Stategies (Covered Calls)

We focus on four key elements when designing client portfolios. Risk Management  - We create a personalized risk management strategy for each new client and account. Risk Tolerance - We design client portfolios to match the risk tolerance, goals, and time horizon of each client. Low Fees and Expenses - We utilize investment vehicles that provide the lowest costs to our investors. Opportunity - We consider investment opportunities across all assets classes including alternative energy, oil, natural gas, gold, silver, commodities, and other alternative asset classes. We can also use "short" hedged investments designed to profit in a declining market.

Preferred Wealth Management, LLC is a Registered Investment Advisor registered with the Texas State Securities Board.  2323 Clear Lake City Blvd. Suite 180-144, Houston, TX 77062 Telephone  713-410-8899   Toll Free   800-304-1232   Fax   281-992-4756   contact@preferredinvest.com