Crafted Portfolios

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.

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High Roller

The High Roller Portfolio is similar to The Maverick – catering to experienced and seasoned investors, but not relegated only to them. Often, The High Roller is well funded, which gives them the luxury of a higher emphasis on options and derivatives. There is still an allocation of equities and about a 25% larger allocation of digital currencies – with minimal mutual funds and cash reserve. The goal of The High Roller Portfolio is growth, speculation and short-term large returns.

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