Droms Strauss Wealth Management

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Droms Strauss Wealth Management Meeting your objectives… Exceeding your expectations Droms Strauss Wealth Management Bringing institutional quality investment management and financial planning to business owners, individuals, and families around the world. Learn More About Meeting Your Objectives We take a comprehensive approach to investment management with investment selection grounded in modern portfolio theory. We find that asset allocation is the primary determinant of long-run portfolio performance. Exceeding Your Expectations Our focus is on all aspects of your financial well-being. Think of us as the “chief financial officer” for your family. Wealth management clients receive access to invaluable advice, planning and ideas on virtually all types of financial matters. Just Ask. William G. Droms, CFA Co-Founder (Retired) Read Bio Close William G. Droms, CFA Co-Founder (Retired) Bill was a co-founder of the firm and was a thought leader in investment analysis and management. Bill developed the Portfolio Allocation Scoring System, a risk tolerance questionnaire and asset allocation system first published in the 1984 Dow Jones-Irwin Mutual Fund Yearbook. He holds a Masters (MBA) and a Doctorate in Business Administration (DBA) and is a Chartered Financial Analyst (CFA) Charterholder. Prior to his retirement, in addition to the role he filled at Droms Strauss, he served as the Powers Professor of Finance in the McDonough School of Business at Georgetown University, where he

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