Everyone could use a little help now and then, with WealthVisor™, that help becomes the backbone of your financial future. After your account is setup, we will match you with a few recommended strategies to help build out your investment plan. We ensure each client portfolio has been expertly crafted and maintained by our investment professionals, but don’t worry because you can always edit them with different securities to better execute your investment objectives.
With each portfolio, we take into account your specific risk level, investment range, and other key factors to design a smart strategy for you. Keep scrolling and hover over our charts to see how we divide assets to help multiply your goals faster using some of our various pre-designed portfolio solutions.
The Harvester Portfolio is a ‘middle of the road’ balanced portfolio. It is mostly comprised of ETF’s and stocks, with a smaller amount of bonds and commodities. The Harvester also allows Level 1 and Level 2 options (trading to amplify returns and hedge) and a 1% block in digital currencies. The goal of The Harvester Portfolio is to preserve capital, promote moderate growth and plan for retirement with an emphasis on moderate investments overall.