Who We Are
Welcome to WealthTrust Asset Management, LLC! We're dedicated to providing personalized investment solutions tailored to meet the diverse needs of our clients and clients of other advisors.
Disclosure: The JG McHugh Group is our Insurance Agency giving clients access to Fixed and Fixed Indexed Annuities. It is affiliated with WealthTrust Asset Management, LLC, a registered investment adviser. Information presented is for educational purposes only and should not be construed as personalized financial advice. Investments involve risk and are not guaranteed.
Our Mission
Our Mission Statement is Simple:
To provide investment portfolio management to advisors and clients through our time-tested quantitative methodology.
What makes WealthTrust different?
WealthTrust Asset Management is not in business to simply manage investment portfolios. Our goal is to offer solutions to meet advisors and clients' investment needs.
Size, Process, and Accessibility
Unlike the mega managers, our size allows us to execute trades quickly and efficiently which can add significant returns to a portfolio, especially during volatile markets.
Our DBS Portfolios are managed with our proprietary quantitative process. And, with over 25 years of portfolio management experience, we have a proven track record. Our experience coupled with our defined investment process helps us take emotion out of investment buy/sell decisions.
We Are Accessible
Do you want to speak directly with the lead portfolio manager? You will have his direct phone number. Do you want to schedule a webinar with the manager, your client, and yourself to allow your client to learn the WealthTrust process? We are only a phone call away.
WealthTrust Asset Management
DBS Portfolios
Large Cap Growth
Conservative Growth & Income
Long Term Growth
Total Return
Tactical A.I. Equity ETF
Tactical A.I. Fixed Income ETF
Quality Mid-Cap
Quality Small-Cap
ETF Quantitative Sectors
ETF Equity Growth
ETF Equity Value
Moderate Fixed Income
Conservative Fixed Income
WealthTrust Asset Management, LLC is a SEC Registered Investment Adviser