Asset Management
Key Benefits of having WFS Manage Your Assets
- Get the professionals on your side
- Get your portfolio on track for GROWTH
- Get Peace of Mind
- Invest your time in family and friends not balance sheets and income statements
Your Custom Portfolio
- WFS will create a custom portfolio for you that makes you comfortable.
- Your portfolio will match your tolerance for risk and reward. Answer our risk question to see where you stand. RiskQ
- WFS will manage your portfolio daily as your needs and the market changes.
- WFS will meet with you whenever you like. We recommend quarterly meetings to help keep your portfolio on track.
- Some advisor firms invest only in mutual funds, some only in bonds. Bad news for you! Sure, we utilize mutual funds when appropriate for investors. But we never limit your choices. We build portfolios from every imaginable asset class to suit your needs.
Research
At WFS, we do our own research. Although we also buy research from other firms, the investment selections are ultimately based on our own research. This attention to detail ensures that you don't end up with recycled Wall Street gibberish in your portfolio. To learn about our asset evaluation disciplines, please click here: Picking Winners. We search high and low, under every rock and tree, across the globe to find the investments that will fit you best.
- Stocks, bonds, and mutual funds
- Real estate, gold, oil
- Options (puts, calls), Strategies, Straddles
- Structured Equity Solutions
- Short Selling
- Currency Hedging
- Indexing Strategies
- Synthetic Derivatives of all types
WFS is Global and Real-Time
WFS tracks the markets in real-time. We are diligently combing the markets looking for winners. We have contacts all over the globe. We invest in the best companies, no matter where they are. Here is a short list of a few places we have visited to help us do our business better:
| New York | Paris | Moscow |
| London | Frankfurt | Sydney |
| Geneva | Zurich | Singapore |
| Kuala Lumpur | Hong Kong | Tokyo |
On-Going
One key aspect about WFS is that we give you consistent, diligent, ON-GOING management. Every day, we are on top of the markets. This is not a hobby, this is a full time job. We are in touch. And we are watching your portfolio. Here is another computer screen snap-shot showing you how we have such easy access to your portfolio. We have every client's portfolio integrated into a single software tool that puts each account just a click away. (To protect and secure our client's privacy, some data in this snap-shot was changed.)
Pricing
We recently enacted a limited time special discounted rate for assets over $1million. We reduced the rate by 66% for clients who join WFS before the end of this year.
Don't miss this opportunity! Get to know WFS immediately.
Let's Get Started
Click here to get started now.