Our Portfolios:

WCI Blue Heron

Diversified portfolio


Aims to deliver returns through a diversified selection of equities, fixed income and real assets. Sector ETFs only, avoiding single stock risk.


Equity Risk is defined by our proprietary process and executed systematically.




Conservative

Equity Risk - 20% to 40%

WCI Osprey

Diversified portfolio


Aims to deliver a higher return through exposure to a diversified selection of equity, fixed income and real assets. Includes single stock selection.


Equity Risk is defined by our proprietary process and executed systematically.





Moderately Aggressive

Equity Risk - 40% to 80%


WCI Hawk

Thematic portfolio


Concentrated Tech & Innovation mid cap growth stocks.


The stock selection follows our proprietary models and is managed with risk management techniques, such as tail risk hedging. 




Aggressive

Equity Risk - 100%


We understand that your portfolio may require a unique approach.

We build your strategic asset allocation based on our understanding of your needs, goals and financial personality, as well as our market assumptions and our long-term view of risk, return and cross asset correlations among a number of asset classes.

Investment Strategy

We believe that current market conditions dictate an active approach. A quick glance at present valuations will still provide investors with high multiples. On the other hand, staying out of the markets and sitting on cash (or low yielding fixed income) will guarantee low returns, and investor’s money won’t keep up with inflation.


“An active approach is a more reasonable way to invest, moving equity allocations as the expected volatility of asset classes provide better opportunities for superior risk adjusted returns.”


The key to these superior risk adjusted returns, our models are designed to achieve, is to be more invested as volatility brings multiples to the lower end of their range and less invested in equity assets as frothy expectations drive the markets to higher multiple levels. 


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