A Message From John McHugh, President

First, I want to thank you for your interest in WealthTrust Asset Management and our DBS Portfolios. This area of our website provides an introduction to the services provided for Financial Advisors. 

FINANCIAL ADVISORS AND RIA's OFFERING WEALTHTRUST ASSET MANAGEMENT AS A THIRD PARTY MANAGER: WealthTrust Asset Management's DBS portfolios are available to you by several means. We can be added to your list of qualified managers for your existing business by way of a sub-advisory agreement with your RIA, or through one of the third-party platforms on which our portfolios are currently offered.   

To include our DBS portfolios to your RIA's platform, please contact us so we might discuss the options with you and the persons within your firm responsible for qualifications and due diligence of approved managers who operate on a sub-advisory basis. 

In addition to sub-advisory arrangements, our portfolios are also offered through several SMA third party platforms: 925 Advisory, Advyzon, Envestnet, Fidelity, Orion Communities, Schwab Marketplace, Simplicity, and SMArtX.

​Whether you choose to work with us directly by means of a RIA sub-advisory agreement or through one of our third party SMA partnership platforms, we are here to provide you with experienced discretionary portfolio management and personalized service.

Contact me today 850-460-8440 or John@wealthtrustam.com to learn how we might help you grow your business with a manager whose process and investment style may be a sensible alternative to what you now have available.

President – Chief Investment Officer
WealthTrust Asset Management