An impactful investment strategy must be rooted in your personal trajectory. An investment portfolio that aligns the why with the how increases the chances of efficiency and sustainability.
Our Wealth Advisors take a human-centered approach to management by cultivating a relationship of transparency first–ensuring that you understand how your investments are being structured to support your why.
Assessment + Adaptation
On an annual basis, you will meet with your Wealth Advisor to assess current portfolio performance and make any changes to meet your current personal landscape. Your investment review assesses areas such as:
Your resilience to market fluctuations
Your intermediate financial objectives
Your asset distribution timeline
Your investment portfolio performance
Any life events that may require financial support
WMBC offers four distinct investment portfolios each with a specific approach to engaging the market. Depending on your circumstance and objectives your assets could be placed in one or multiple portfolios.
WMBC Strategic Hold Portfolio
The WMBC Strategic Hold Portfolio is designed to help investors pursue long-term investment success through fundamental research. The research includes thousands of face-to-face meetings with companies throughout the world–helping to drive deep operational understanding and inform the portfolio asset allocation.
WMBC Quantitative Portfolio
The WMBC Quantitative Portfolio is designed for risk-managed performance over the long term. This portfolio uses eight key market and economic indicators to determine what percentage of the portfolio will be allocated toward equities or fixed income. By relying on the indicators to make trades we can reduce subjective bias in the decision process.
LTAM Tactical Portfolio
Tactical asset allocation is an active management strategy that creates extra value by taking advantage of market pricing anomalies in the marketplace while maintaining long-term investment goals. Managers return the portfolio to its original asset allocation once reaching the desired short-term profits.
Our Alternative Portfolio will provide you access to unique investment opportunities, including large established private companies before they go public. The portfolio may also hold real estate equity, real estate debt, private debt, and more. This portfolio seeks to provide a reduced correlation to conventional investments while creating an income stream.
Accessibility + Security
Our Client Portal is included with all clients enrolled in Intentional Investment Management.
A consolidated view of everything you own and owe, updated daily.
Unlimited electronic document storage keeps your records safe and accessible.
Top Industry Security
A non-transactional website featuring 256-bit encryption.