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WealthTrust Asset Management, headquartered in Destin, Florida, is an experienced portfolio manager specializing in partnering with advisors to address their clients' investment needs. Led by President and Chief Investment Officer John G. McHugh, the firm offers ten investment portfolios to cater to a wide range of investment objectives, from conservative incomes to long-term growth.
John and his team at WealthTrust Asset Management employ a quantitative approach to investing and managing assets for individuals, foundations, hospitals, pension plans, and other institutions. With over 25 years of experience helping investors and 20 years in private portfolio management, John leverages his extensive knowledge to construct portfolios with asset allocations suited to various risk tolerances. His disciplined approach to investing, particularly in equities selection, has yielded proven results for his investors.
With John's background as a trained CPA and his commitment to providing disciplined investment management, the firm continues to serve a diverse client base, offering tailored portfolio solutions designed to meet various risk profiles and financial objectives.
Designations | Minimum asset threshold |
Registered Investment Advisor | N/A |
Firm CRD Number | Number of advisors |
174901 | 7 |