Grey B. Murray

Functions as a College/University

Operates a voluntary health organization

Operates as community development club

Operates as a golf club

Functions as a College/University

Distributes packaging materials, moving supplies, self storage and industrial packaging materials

WealthPLAN Partners employs a decentralized business model that includes advisory representatives located throughout the US. These advisory representatives each determine their own investment strategies to follow when managing client accounts. The firm's philosophy represents an evolution of investment thought that moves beyond simple buy-and-hold and basic asset allocation to that of strategy diversification. It focuses more directly on how investments interact and relate to each other, looking closely at how investments are managed, how they seek to gain their returns, how they address risk exposures, and what their correlations are to one another. WealthPLAN Partners believes that strategy diversification can more effectively address portfolio volatility than asset allocation across stock and bond asset classes by utilizing strategies with defensive mechanisms, and low or uncorrelated strategies that have return characteristics unrelated to the stock and bond markets. The firm seeks to build portfolios to address each client’s long-term financial plan with more consistent returns and lower portfolio volatility.

Operates as a bank holding company