There is no “best” investment strategy. All disciplines have strengths and weaknesses, and can have wide difference in short-term performance. Also, multi-year cumulative returns are more important than annual results in evaluating the overall performance of a portfolio.
We use the global rating firm Morningstar® Direct database to evaluate our new client’s existing portfolio and would happy to provide you with their opinion of your portfolio free of charge. All information will be kept confidential and returned to you with the finished evaluation.
1.) To get started – Click here for a copy of our New Client Information Form.
2.) Click here for a copy of WI’s Form ADV.
3.) For general inquiries please fill out the following form and someone from our team will reach out to you as soon as possible.