Our record
of stability
WealthCo Asset Management vs the marketplace
WealthCo | 6.3%*
Benchmark | 4.8%*
*Annualized Return (Since Inception)
Note: Based on monthly performance of WealthCo’s pooled funds (June 2014) assuming daily reblanacing. Legacy Balanced model prior to 2022.
*The historic returns and their relative performance shown herein may not be indicative of future returns. Past performance is not indicative of future results. Performance cannot be guaranteed.