THE EVOLUTION OF INVESTING

WEALTHCO ASSET MANAGEMENT

Wealthco

The 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. 

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. 

Our equal opportunity diversification strategy is in response to the black and white allocation to stocks and bonds. Traditionally, Alternatives have been reserved for Ultra High Net Worth Families, Pensions and Endowments.

Driven by innovation, alternative investments cover an increasingly broad spectrum of options to investors. They are the alternative to the norm with investment opportunities in Direct Ownership Real Estate, Private Equity/Debt, Commercial Mortgages and increasingly Venture Capital to name a few.

DIVERSIFICATION

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.

STOCKS 60%

BONDS 40%

AN EXAMPLE OF A DIVERSIFIED PORTFOLIO MAY INCLUDE :

15% ALTERNATIVE INVESTMENTS

25% STOCKS

20% FIRST MORTGAGES

15% BONDS

25% REAL ESTATE

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.

We build diverse investment strategies based on the unique risk profile of our clients that takes investing beyond the 60/40 traditional Wealth Management perspective.

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 time lines and your vision for the future.

As the world has become increasingly interconnected and interdependent, financial markets have become bound to one another in the new world economy.

With a focus on future responsibility, new standards have been set by investors for greater transparency within their holdings.

EQUAL OPPORTUNITY INVESTING

WHAT ARE YOUR NEXT STEPS?

If you have questions, we have answers. Make a free appointment with a wealth advisor, and see what we can do to help you reach your goals.