Momentum Wealth Management

The firm follows an evidence-based investing philosophy grounded in the Fama-French factor models. Portfolios are constructed to systematically capture compensated risk premiums—specifically market, size, value, and profitability factors—rather than pursuing speculative returns through individual stock selection or market timing. The approach relies on academic research demonstrating that these factors explain cross-sectional stock returns over long measurement periods.

No. The firm acts as an advisor rather than a product manufacturer, constructing portfolios exclusively from third-party institutional funds. As a fee-only fiduciary, Momentum's compensation derives solely from client advisory fees calculated as a percentage of assets under management, eliminating any incentive to recommend in-house products or commission-generating structures.

The firm operates under a strict fee-only structure where client compensation comes entirely from a transparent advisory fee on managed assets. This differs from commission-based or hybrid models where brokers earn transaction fees for product placement. The structure aligns Momentum's revenue growth with portfolio appreciation and client retention rather than product sales velocity.