The WEALTHVISOR Signature advisory ensures our clients receive the utmost care and protection when it comes to their portfolio. We predominately allocate a variety of ETFs, bonds, mutual funds, and individual equities within the capacity of this service.
We thoroughly assess a client’s risk tolerance, financial situation, and long-term goals to build a tailored “My Investor Plan” for each advisory client. In addition, we implement:
- Continuous discretionary investment management and the execution of all trades
- Regular account monitoring and portfolio rebalancing as needed
- Complimentary tools, resources, and education accessible inside the My WeathVisors online portal
- Personalizing investment portfolios based on individual preferences and circumstances
- Access to licensed financial advisors for ongoing advisory help
- Implementation and annual updates to the client’s My Investor Plan
The WEALTHVISOR™ managed portfolio solution is available for investors with at least $100,000 to invest with us. You will have a separately managed account through TD Ameritrade Institutional which will be the custodian of your funds. WealthVisors never maintains custody of client assets.
As many financial advisory firms offer several different services we concentrate on one thing: building, managing and optimizing your overall investment portfolio to be in direct alignment with your long-term goals.
By utilizing the Capital Asset Pricing Model in conjunction with other proprietary tools we’ve developed, we’re able to encapsulate your entire financial situation including all your assets and liabilities, into a master visual diagram that dynamically helps you understand your overall portfolio.
We utilize risk analysis techniques (known as Monte Carlo simulations) where our computer systems can project simulated future events to help forecast subsequent financial planning and estimated cash flows for our clients.
Our expert portfolio managers will ensure the right balance is always present in your portfolio to maximize gains, mitigate your tax burden, and ensure you are always properly diversified in accordance with your investor profile.
We take the systematic and unsystematic risk seriously and use things like Modern Portfolio Theory and the Efficient Market Hypothesis to maintain simplicity and structure in your portfolio during volatile markets.
Here at Wealthvisors, we understand that every client is different, therefore we understand the importance of implementing different asset allocation styles depending on the suitability of each given client.
Our WealthVisor signature advisory service ensures our clients receive the utmost care and protection when it comes to their investment portfolio. We thoroughly assess your risk tolerance, financial situation, and long-term goals to set up your investor profile and design the right path forward for you. Through the use of multiple asset classes and simplified trading strategies, we’re able to tailor your financial goals with the most suitable investment plan to help you achieve more with your finances. We predominately use a variety of ETFs, bonds, mutual funds, and some equities within the scope of this service. We do not perform options trades for our WealthVisor clients.
Annual WealthVisor® fee for signature wealth management services:
WealthVisors is compensated for providing investment advice and personal account management by charging a flat annual fee on the net market value of a client’s account. WealthVisors reserves the right, in its sole discretion, to negotiate, reduce or waive the advisory fee for certain client accounts for any period of time determined solely by WEALTHVISORS LLC.