- How can you generate sufficient current income now and over the long term?
- What is the best mix of investments to match your goals?
- How can you be sure you’re working with those few money managers with proven consistency of style, integrity, and the ability to perform well over time?
- Where can you find a program that will meet your objectives today and adjust to meet your changing future needs?
WealthCore provides the answer with a timely, well-organized program designed to preserve assets while providing an opportunity for growth and income. It’s built around portfolios that are personalized to your specific requirements, utilizing a highly select group of money managers chosen for long-term consistency of style and performance, including many boutique firms. WealthCore makes achieving wealth preservation along with asset growth a reality.
WealthCore is a program of core strategies tailored to the unique goals and needs of clients with significant investment portfolios. WealthCore investment strategies are based on solid, proven investment principles consisting of asset allocation, diversification, style consistency, a bias toward value, rigorous management standards and continuous hands-on monitoring. This program is made up of certain investment styles which include value, income or growth; large-, middle- or small-cap stocks; domestic vs. international; tax-free bonds vs. taxable; industry diversification vs. target areas.
The WealthCore investment process includes the following steps:
Personal Consultation - Through personal consultations, we design a core plan based on your time horizon, objectives, and ability to handle risk.
Investment Proposal - WealthCore then generates a formal proposal based on your investment profile developed in Step 1. The proposal is designed to maximize your returns relative to your risk tolerance.
Implementation - WealthCore works with the designated investment managers to ensure that your portfolio is invested according to your wishes.
Rebalancing - Continuous monitoring ensures that your portfolio remains in compliance with your plan. WealthCore will work to be sure that your portfolio conforms to your profile over time.
Reporting - WealthCore provides you with a comprehensive reporting package that includes portfolio performance and all transactions.