Aldrich Investment Management | Wealth Advisory
Wealth Management

Growth and certainty.
Not one or the other.

Growth is how wealth is created.

Certainty is how it's protected.

Real planning respects both.

Designed for portfolios of $500,000 or more.

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Bill Aldrich
Our Philosophy

The 60/40 portfolio is broken. We built something better.

For decades, bonds were the "safe" part of your portfolio. But with interest rates volatile, inflation persistent, and duration risk real, bonds no longer deliver what retirees need. We rebuilt the model from scratch.

Equities for Growth

Five risk-tiered equity portfolios built with real ETFs—from capital preservation to aggressive growth. No bonds that could dilute your returns. No false sense of security.

Annuities for Certainty

Contractual guarantees that actually guarantee something. Income you can't outlive. Principal protection when it matters. The right tool for the right job.

Judgment for the Rest

No algorithm can replace the conversation about what keeps you up at night. We listen first, then build a strategy that reflects your actual life—not a risk questionnaire.

Your Interest Always

Same advice whether you invest $500,000 or $5,000,000. We're legally bound to act in your interest—and we'd do it anyway.

Services

Two Pillars. One Strategy.

Your wealth needs both protection and growth. We deliver both—without the conflicts of interest.

Portfolio Management

Five Risk-Tiered Strategies

All-equity portfolios spanning conservative to aggressive—built with real ETFs, managed for today's markets. Paired with your annuity allocation for a complete solution.

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Annuity Max

Income Planning Without The Sales Tactics

Honest, fiduciary guidance on annuities. We'll tell you when they make sense—and when they don't. No quotas. No product pushing. Just advice.

Learn About Annuity Max
How We Work

Modern Wealth Management.
No Waiting Rooms.

We operate as a virtual-first practice, utilizing secure, high-definition screen sharing for all portfolio reviews. This allows us to walk through your accounts line-by-line in real time—whether you're in Las Vegas or across the country.

You get institutional-grade analysis and face-to-face advice without the friction of a commute.

Screen-to-Screen Reviews

See exactly what I see. We share screens to review your portfolio, contracts, and projections together in real time.

Nationwide Service

We work with clients across the country. Geography shouldn't limit your access to quality advice.

Las Vegas Office

Prefer to meet in person? Our Henderson office is available by appointment for local clients.

Portfolios

Five Risk Levels. One Philosophy.

We don't believe in "one size fits all." We believe in "match the risk to the job." Your annuity covers your needs. These portfolios are built to handle the rest.

Hover over each tier to learn more.

Tier 1
The Buffer
Conservative
Capital preservation is the priority. For those who can't afford significant losses.
Participation Without Panic
Who It's For: The investor who wants to see their account grow but refuses to see it crash. You've won the game; this portfolio ensures you don't give the trophy back.
The Mechanics: We utilize "Buffer ETFs" and Low-Volatility strategies to mechanically cap your downside. Designed to capture the majority of the market's rise while contractually filtering out the sharpest drops.
"Equity exposure with the edges sanded off."
Tier 2
Income Grower
Moderate-Conservative
Income-focused with moderate growth. Ideal for retirees seeking yield.
Cash Flow Is King
Who It's For: The client who values the reliability of a paycheck over the volatility of a stock price. You want your money to work as hard as you did.
The Mechanics: A "double-engine" approach using Dividend Aristocrats (companies that raise payouts) and Covered Call strategies (selling options for income). We don't chase junk yields; we buy quality companies that pay you to own them.
"Turn your portfolio into a paycheck."
Tier 3
All-Weather Core
Moderate
Balanced growth for investors with 10+ year horizons. Our most popular tier.
Crisis-Resistant Architecture
Who It's For: The "Set It and Forget It" investor. You want a portfolio that doesn't care who the President is or what the Fed does next.
The Mechanics: True institutional diversification. Beyond just stocks, we include Managed Futures (trend following) and Gold. When stocks zig, these assets are designed to zag, creating a smoother ride through inflation, deflation, or recession.
"Built to survive every economic season."
Tier 4
The Compounder
Growth
Growth-focused for those comfortable riding out market volatility.
The Long-Term Engine
Who It's For: For the portion of your wealth you won't touch for 10+ years. This is for your legacy, your grandkids, or your later years.
The Mechanics: We tilt heavily toward "Secular Growth"—the undeniable trends of the future (Innovation, Semis, Re-industrialization). We accept higher volatility today for the potential of maximum purchasing power tomorrow.
"Harnessing the innovation economy."
Tier 5
The Maximizer
Aggressive
Maximum growth potential. Long time horizon and high volatility tolerance required.
Asymmetric Upside
Who It's For: For the surplus wealth. Your bills are paid, your retirement is secure, and now you want to swing for the fences.
The Mechanics: Highly concentrated exposure to disruptive technologies, including AI infrastructure, Robotics, and a regulated allocation to Digital Assets (Bitcoin). High-octane growth with no apology for volatility.
"Aggressive exposure to the technologies shaping the next decade."
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Bill Aldrich
"

At this stage, the highest return on your wealth isn't another percentage point—it's the certainty that your lifestyle is secure.

— Bill Aldrich, Founder

Get Started

Ready to Talk?

No pressure. No pitch. Just a conversation about whether our approach makes sense for your situation.

Schedule a Strategy Session

30 minutes. No obligation.

Wealth management for investors seeking both growth and certainty.

Services

Company

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Aldrich Investment Management are not affiliated.

This communication is intended for individuals residing in states where Aldrich Investment Management is registered to conduct business. Please consult with a qualified professional before making investment decisions. Past performance does not guarantee future results. All investments involve risk, including potential loss of principal. Annuity guarantees are backed by the claims-paying ability of the issuing insurance company.

The above strategy is general in nature and your specific portfolio will vary depending on your individual needs. Investing in equities involves risk of loss based upon market conditions and company-specific risks. Annuities involve fees, potential surrender charges, and limits on access to funds. All guarantees are backed by the claims paying ability of the issuer. Past performance does not guarantee future results, and there is no assurance that any strategy will achieve its objectives. While bonds are not included in this strategy, they may be used for investors who are interested in reducing correlation and alternative streams of income, but maintain their own risks.

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