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 Protector Portfolio consists of an ultra-conservative investment approach. The portfolio structure puts a large emphasis on mutual funds and bonds with a large cash buffer for protection and stability. The portfolio has minimal exposure to equities and commodities and maintains very low volatility. The goal of The Protector is to preserve capital for [family] bills, expenses, and retirement. The natural progression is to move from The Protector Portfolio to The Retirement Portfolio for individuals over 60, or to The Traditionalist Portfolio for investors under 55.