Trust and Transparency
Your goals and expectations are important to us. We invite you to watch the following short video and read about how Worth Financial Group may be able to help you reach your financial goals.
Worth Financial Group
You have goals and expectations for the future. You need an intelligent portfolio that is in alignment with your evolving goals. Worth Financial Group believes that the first piece of the financial puzzle involves a financial philosophy that is targeted toward long term growth with a strategy for tactical risk management. The second piece of the puzzle is to focus on a low cost, efficient financial instrument such as Exchange Traded Funds. The third piece of the puzzle is a financial advisor that shares your vision and goals with the independence to focus on unbiased decisions. This includes a management team that has the ability to implement a disciplined and strategic process and the experience to execute the strategy.
Targeted and Tactical
Worth Financial Group utilizes a targeted approach to indentify Exchange Traded Funds that are poised to increase in value and then applies disciplined and tactical management strategies to protect profits and minimize loss. We believe that a philosophy that seeks long term growth with downside protection is superior to a strategy that buys a pre-determined set of assets and then holds those investments without regard to changes in economic or market conditions. Recovering from large losses may become more difficult for people who are in retirement or approaching retirement.
Exchange Traded Funds
The Tactical Portfolio is managed through a proprietary process of selecting Exchange Traded Funds (ETFs) that exhibit market leadership. The selection process includes sectors such as real estate, technology, health care, foreign countries, energy and bonds. The selections also include inverse funds that represent many of the same indexes and/or sectors. Our goal is to identify, screen and purchase ETFs showing market leadership regardless of overall market direction or conditions. Exchange Traded Funds offer intra-day liquidity, flexibility, efficiency and diversity.
28 Years of Customer Service
With its primary office located in Dallas, Texas, Worth Financial Group was founded in May 1983. It became registered with the Financial Industry Regulatory Authority (FINRA) as a broker-dealer in September 1983. Worth Financial Group is also registered as a Registered Investment Advisor. Our Tactical Portfolio allows clients to have access to the low cost efficiency of ETFs with the advantage of a professional team of managers in a fee based structure. Our objective is to create wealth, security and to help our clients realize their financial goals.
Experience and Discipline
Teamwork is a dynamic process involving common goals and communication. Accomplishing goals requires discipline and a financial team that you can trust and depend on. Worth Financial Group is a diversified financial services company that has assembled a team of experienced and talented professionals to provide a wide range of investment choices for their customers. We have drawn on the experience of our management team to become knowledgeable and proficient in the use of Exchange Traded Funds across a broad spectrum of asset classes, countries, and sectors in order to create and manage targeted and tactical investment portfolios.
Now is the Time to Call Worth Financial Group
It is time to let Worth Financial Group assist you toward your financial goals. It is time to focus on putting the pieces of your financial puzzle back together. It is time to think differently about your investments through the management of Worth Financial Group.
The Tactical Portfolio through Worth Financial Group offers:
- A strategic focus on growth in market sectors while using protective strategies
- Cost efficiency, flexibility and diversity using Exchange Traded Funds
- Clear and concise communication and reporting in a fee based account
We invite you learn how Worth Financial Group could be the solution for managing your hard earned money. For information on how to speak to a member of our management team, click Contact Us.
