Model Portfolio & SMA Strategists Showcase - Flipbook - Page 65
SMAs & MODEL PORTFOLIOS
WealthTrust Asset Management LLC
4458 Legendary Dr, Destin, FL 32541 • www.wealthtrustam.com
WEALTHTRUST
ASSET
MANAGEMENT
LLC
John G. McHugh
President – CIO
As a thought leader in institutional
asset management, John G. McHugh
proudly leads WealthTrust Asset
Management, the only institutionalgrade asset manager based on
Florida’s Emerald Coast, yet serving
clients nationwide with distinction.
When entrusting your financial future,
seek a partner defined by proven
excellence, integrity, and forwardthinking innovation. John’s recognition
in the 2024 Marquis Who’s Who
for Advisory Services and the 2025
edition as a Distinguished Leader in
Institutional Asset Management—
among roughly 80,000 honorees from
over 8 billion people—reflects decades
of impactful contributions to the field.
As President and Chief Investment
Officer, John has crafted proprietary
strategies blending artificial
momentum, quantitative, and
fundamental research—honored
by the NYSE for industry innovation.
WealthTrust’s GIPS®-verified
approaches and 4- & 5-star
Morningstar ratings deliver consistent,
reliable performance.
What sets us apart is genuine
accessibility: John maintains an
open-door policy, ensuring personal
communication, transparency, and
client-first care for every investor and
advisor partner.
Choose WealthTrust for trusted
guidance.
Partnering with WealthTrust Asset
Management, featuring WealthTrust DBS
Strategies, stands out as an opportunity to
work with a boutique, independent RIA offering
direct access to lead portfolio managers like
John G. McHugh—unlike larger firms. It delivers
institutional-caliber expertise, personalized
service, and battle-tested performance to
investors and advisory professionals nationwide
from its Emerald Coast base.
Proprietary quantitative strategies, including AIpowered tactical allocation and NYSE-recognized
methodologies blending momentum with
quantitative and fundamental research, power
GIPS®-verified portfolios earning consistent
4- and 5-star Morningstar ratings. Its smaller
size enables agile trading in volatile markets for
superior responsiveness.
Advisors gain seamless access through leading
partnership platforms: 925 Advisory, Advyzon,
Bloomberg, BX-Partners, Envestnet, ETF
Action, Fidelity, Orion Communities, Schwab
Marketplace, Simplicity, Smartleaf, and
SMArtX, supporting efficient model delivery and
unified managed accounts.
Advisors enjoy true fiduciary alignment, opendoor accessibility, transparent communication,
complimentary reviews, and unwavering support.
With over two decades of excellence and
Marquis Who’s Who distinction, WealthTrust
provides trusted, innovative partnership and
genuine peace of mind.
WealthTrust Tells You Why We Sold
WealthTrust Asset Management stands out as a boutique, independent RIA offering
direct access to lead portfolio managers (like John McHugh), unlike larger firms. It
features proprietary quantitative strategies, including AI-powered tactical allocation,
NYSE-recognized methodologies blending momentum with research, and GIPS®verified portfolios with strong Morningstar ratings. Its smaller size enables agile trading
in volatile markets, with partnerships on 925 Advisory, Advyzon, Bloomberg,
BX-Partners, Envestnet, ETF Action, Fidelity, Orion Communities, Schwab
Marketplace, Simplicity, Smartleaf, and SMArtX.
SMAs & ETF
TICKER NAME
MINIMUM
FEES
N/A
WEALTHTRUST DBS LONG TERM GROWTH SMA
—
30 BPS
WLTG
WEALTHTRUST DBS LONG TERM GROWTH ETF
N/A
—
N/A
WEALTHTRUST DBS 70/30 TOTAL RETURN SMA
—
30 BPS
N/A
WEALTHTRUST DBS 50/50 CONSERVATIVE GROWTH & INCOME SMA
—
30 BPS
N/A
WEALTHTRUST DBS 30/70 CONSERVATIVE INCOME & GROWTH SMA
—
30 BPS
Disclosure: WealthTrust Asset Management, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Our full disclosures can be
found at www.wealthtrustam.com. Although the data shown or used in this material was received from sources believed to be reliable, accuracy is not guaranteed.
Past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including
loss of principal. Any discussion of Specific securities or asset classes is provided for informational purposes only and should not be deemed as investment advice or a
recommendation to buy or sell. This report does not provide recipients with information or advice that is sufficient on which to base an investment decision. This report
does not consider specific investment objectives, financial situation or need of any client and may not be suitable for all types of investors.
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