WealthCo Asset Management

Q1 2024 Update

 
 

In this quarter's video update, WealthCo CIO, Dave Makarchuk, highlights WealthCo's commitment to delivering peace of mind through our unique value proposition that integrates your personal and business financial life, supported by a diversified investment portfolio managed by first-class sub-advisors.

Following a slow start in January, Q1 returns accelerated with gains posted in each month led by our equity and Alternative Income strategies

Looking ahead, Dave maintains a cautiously optimistic outlook for the remainder of the year, citing a narrow equity market driven by seven mega-cap stocks. He reaffirms WealthCo's strategy of balancing alternatives with traditional investments, aiming to ensure long-term stability and growth for our investors.

WealthCo continues its commitment to delivering above-average risk-adjusted returns and prioritizing downside protection.

To watch the full update, click the button below.