EVOLUTION OF INVESTING
What consumers truly want is equal opportunity.
Equal opportunity is today's most valuable business asset. Clients want to know that not only are their needs being met, but that they have equal or greater options for services and products in a closed and competitive market.
Our decision to partner with WealthCo Asset Management has opened the doors to equal opportunities not only with the ability to invest, but to invest on an equal playing field once out of reach to retail investors.
AN EXAMPLE OF A GENUINELY DIVERSIFIED PORTFOLIO MAY INCLUDE:
15% ALTERNATIVE INVESTMENTS
20% FIRST MORTGAGES
25% REAL ESTATE
WealthCo builds diverse investment strategies that take clients beyond the 60/40 traditional Wealth Management perspective.
The philosophy of authentic diversification is in response to the traditional black and white 60/40 split allocation to stocks and bonds.
Starting from this much broader view of diversification, we use a five-step process to design long-term strategies for you, based on personal needs, aspirations, investment timelines and your vision for the future.
AN ESSENTIAL RISK MANAGEMENT CONCEPT FOR BUILDING A SOLID PORTFOLIO
THE STANDARD FORMULA FOR DIVERSIFICATION IS WELL KNOWN AND TOO FREQUENTLY ACCEPTED AT FACE VALUE.
It calls for an asset split of 60% stocks and 40% bonds.
It's easy for an investment planner to deliver limited diversification by simply tapping into stock and bond markets.
What were once institutional investment opportunities for only ultra high net worth, pensions, universities and endowments are now equal opportunities for WealthCo Asset Management clients.
EVOLUTION OF INVESTING
AS THE WORLD HAS BECOME MORE INTERCONNECTED AND INTERDEPENDANT, FINANCIAL MARKETS HAVE BECOME BOUND TO ONE ANOTHER.
Are you heading in the right direction?
Goals are never out of reach - but we can rarely accomplish them alone.
Today, people are not only investing money; they are investing in their future - and the generations that will shape the future of our world.
With a focus on future responsibility, new standards have been set by clients for greater transparency and equal opportunities - this is why we believe Integrated Wealth Planning is what our clients deserve.
Book a meeting with a Wealth Planner, and bring your future into focus.