DreamCatcher Wealth Management
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Discover the DreamCatcher Difference™
Portfolio Management

In the first of our Eight Dimensions of Wealth™ we carefully review your financial assets. These include stocks, bonds, mutual funds and other publicly traded securities.

When it comes to portfolio management it is imperative that we consider all of your financial assets, regardless of where they are held. This includes taxable and tax-deferred accounts such as corporate retirement plans, stock option programs and individual retirement accounts.

Portfolio Management is a critical area for most of our clients. While it does not always represent the largest concentration of wealth, it is more “visible” than other dimensions because the prices of publicly traded assets are readily available in real time.  
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DreamCatcher Portfolio Management

Our Portfolio Management Services

  • Asset Allocation Analysis
  • Investment Policy Development
  • Manager Search & Selection
  • Manager Style Analysis
  • Performance Attribution 
  • Performance Reporting
  • Portfolio Analysis & Design
  • Portfolio Management
  • Portfolio Rebalancing
  • Portfolio Risk Analysis
  • Tactical Asset Allocation
  • Alternative Investments
  • Global Portfolio Strategies
  • Hedging Strategies

  • Impact Investing Strategies
  • Initial Public Offerings
  • Socially Responsible Investing
  • Retirement Distribution Analysis
  • Tax-Exempt Income Portfolios
  • Taxable Income Portfolios

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DreamCatcher Wealth Management
300 North Main Street
Suite 309
Wichita, Kansas 67202
316.265.5151
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Complimentary Brochure

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.
A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.
Investment products and services available only to residents of : Arkansas (AR), California (CA), Florida (FL), Georgia (GA), Iowa (IA), Kansas (KS), Michigan (MI), Missouri (MO), Montana (MT), New York (NY), Oklahoma (OK), Texas (TX), Washington (WA).
Securities offered through Concorde Investment Services, LLC (CIS) Member FINRA/SIPC.
Advisory Services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment advisor. DreamCatcher Financial, LLC and Eldercare Channel of Wichita are independent of CIS and CAM.

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DreamCatcher Wealth Management