Weatherstone Capital Management is registered with the Securities and Exchange Commission (SEC) as an investment advisory firm and a Business of Transform Wealth LLC. (Registration does not imply endorsement by the Commission or that the advisor has attained a level of skill or training). This firm specializes in investment management and comprehensive financial planning. Weatherstone Capital Management provides clients with a wide range of financial advisory services. However, Weatherstone Capital Management does not render or offer to render personalized investment advice through this internet medium. This medium is limited to the dissemination of general information on our service offerings and provides for an efficient method in which prospective clients may contact us. The information provided herein is for informational purposes only and does not constitute financial, investment, tax or legal advice. Investment advice can only be rendered after delivery of the appropriate disclosure statements (ADV Part 2A Brochure and Brochure Supplements: Part 2B and Form CRS) and execution of an Agreement between the client and the Firm.
Weatherstone Capital Management may provide investment advisory services only in the States in which it has completed registrations or notice filings or where the Firm is exempted from such filings.
By their very nature, investment management and financial planning are long term projects. The information available on this site is general in nature and should not be construed as financial advice. Please remember that you should contact your investment advisor regarding your specific investment and financial planning needs before you take any steps to make changes. You are welcome to contact us to receive additional information.
SMArtX Website Disclosure
In 2023, SMArtX Advisory Solutions Turnkey Asset Management Platform recognized Weatherstone Capital Management’s Strategic Income Strategy as the award winner for their Fixed Income Allocation category.
Winners were selected across nine categories from among 1,111 eligible strategies, based on annual data collected for the period ending December 31, 2022. The nine awards categories were grouped by market cap, geographic focus, and investment type. The winning strategies were selected based on a four-step methodology looking at the ability to generate alpha over a peer group benchmark, a positively skewed risk and return profile distribution, downside and tail-risk management, and consistency of returns.
Awards and recognition by unaffiliated rating services, companies and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; the rating is not representative of any one client’s experience, nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Weatherstone Capital Management did not pay a fee for inclusion on this list. Past Performance does not guarantee future results.