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Preservation of Capital.
Our strategy enables us to determine
when the investment climate is favorable to be in and when it's best
to scale out. We balance the desire for high returns with a need for
safeguarding client assets. We achieve our goals through a quick
response system which includes market cycle research and a close
scrutiny of available funds. We enter and exit markets as necessary,
catching hot trends as they emerge and moving on when they lose
steam. We take cash positions during market downturns.
Your money is ALWAYS your own.
Your funds are held in a bank
custodial account at the brokerage where your account resides
(Fidelity or Datalynx). You authorize WFG with a limited power of
attorney to trade your account. At no time does WFG, the bank,
brokerage or mutual fund company have personal access to your money.
There is NO conflict of interest.
We
operate on a fee only basis. WFG receives no money as a result of
buying or selling positions. As fee only advisors we do not benefit
from trading or "churning" your account.
Mutual Funds Only. When invested, it will be with
the best performing funds (chiefly no-load mutual funds) based on
carefully tested screening & ranking procedures. An account is set
up for you with Fidelity or Datalynx, at your discretion. Market Indicators?
We use technical
analysis to derive our assessments. We believe the sum of investor
sentiment is portrayed in a chart of price movement. We use
sophisticated computer software --some of which is proprietary to
WFG. Where is the Risk?
We monitor your portfolios daily.
We have you fully invested when market conditions are favorable & move to cash
if our system indicates deterioration. We are constantly assessing the profit
potential of the market and generally scale in or out in 10 - 20% increments. Why invest with
WFG? First, look at our
track record. We routinely meet or beat the S & P -- a benchmark
revered by investment managers. In an increasingly complex market
there is a need for innovative solutions, solid research, market
experience and vigilance to be safe during the inevitable turbulent
times and stay ahead of the game. While we all know that past
performance is no guarantee of future results, we work with our
proven strategies. This includes one of our research strong points:
market cycle analysis. We utilize sophisticated software and the
hard taskmaster of market experience. WFG Privacy Policy:
Preserving the privacy and confidentiality of
each client’s nonpublic personal and financial information is our
priority. We collect nonpublic personal information about you from
the following sources: (1) Information we receive from you on
applications or other forms, and (2)
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