Portfolio management

We Build Model Portfolios To Match Our Clients Values, Needs and Goals.

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The Benefit of Being WealthGuarded:
An Early Warning System for Your Investments”

MD Financial Planning

portfolio management

WealthGuard is a proprietary tool that helps reduce the possible effects of a large market crash by alerting you when you are approaching your predetermined WealthGuard value.
MD Financial Planning
WealthGuard is a proprietary tool that helps reduce the possible effects of a large market crash by alerting you when you are approaching your predetermined WealthGuard value.To Learn more about wealthGuard, download our brochure here.

Our Six Step Process for Portfolio Management

  • Financial Analysis: Accurate in-depth portfolio review & analysis
  • Asset Class Diversification: Optimized for economy and market
  • Portfolio Strategist Selection: Institutional vision
  • Investment Management Firm Selection: security selection
  • Monitoring Your Portfolio: Stay on track
  • Reporting: Keep informed

Portfolio Management 101

“Without a carefully written IPS, investment advisors and/or consultants managing a portfolio are like crew of a ship that sets to sea without a navigation system and without a clear sense of the intended destination. Both the cargo and the crew are in jeopardy without adequate preparation and a well-charted course.”

– Blaine F. Aikin, AIFA®, CFA®, CFP®

President and CEO of fi360.

portfolio management

At Wealthcare Financial Group, Inc., our fiduciary responsibility and expertise as an investment management and institutional consulting firm begins with the preparation and implementation of an Investment Policy Statement. This process is so important, that we refer to it as “Portfolio Management 101”.

The IPS is the cornerstone of the investment decision-making process and your safeguard, as an investor. It describes the plan’s investment strategy and ongoing fiduciary performance review process. It also gives you, the investor a structured process for selecting or “firing” private money managers, exchange traded funds (ETFs), mutual funds, fixed income and alternative investments.

In short, “the investment policy statement provides evidence that a clear process and a methodology exist for selecting and monitoring plan investments.” (J. Gardner, How to Write an Investment Policy Statement)I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

If the policy development processes thorough, it will cover all the elements that should be included in the investment policy statements.

Overview

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The Overview of the IPS should describe a) the purpose of the portfolio, b) governing law and guiding documents, and c) key aspects of the funding policy. The purpose of the portfolio is often closely associated with the account or client type. Governing law is also closely associated with account or client type. The following are some examples of governing law, for various client types:

  • Employee Retirement Income Security Act (ERISA): Corporate Retirement Plans
  • Uniform Prudent Investors Act (UPIA): Trusts
  • Uniform Prudent Management of Institutional Funds Act (UPMIFA): Charitable Organizations
  • Management of Public Employee Retirement Systems (MPERS): Public Employee Retirement Funds
    (i.e. State & Local Pensions)
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Roles and Responsibilities

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The Overview of the IPS should describe a) the purpose of the portfolio, b) governing law and guiding documents, and c) key aspects of the funding policy. The purpose of the portfolio is often closely associated with the account or client type. Governing law is also closely associated with account or client type. The following are some examples of governing law, for various client types

  • Employee Retirement Income Security Act (ERISA): Corporate Retirement Plans
  • Uniform Prudent Investors Act (UPIA): Trusts
  • Uniform Prudent Management of Institutional Funds Act (UPMIFA): Charitable Organizations
  • Management of Public Employee Retirement Systems (MPERS): Public Employee Retirement Funds
    (i.e. State & Local Pensions)
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Asset Allocation Process

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The Overview of the IPS should describe a) the purpose of the portfolio, b) governing law and guiding documents, and c) key aspects of the funding policy. The purpose of the portfolio is often closely associated with the account or client type. Governing law is also closely associated with account or client type. The following are some examples of governing law, for various client types

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Due Diligence

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The Overview of the IPS should describe a) the purpose of the portfolio, b) governing law and guiding documents, and c) key aspects of the funding policy. The purpose of the portfolio is often closely associated with the account or client type. Governing law is also closely associated with account or client type. The following are some examples of governing law, for various client types

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Monitoring Procedures

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The Overview of the IPS should describe a) the purpose of the portfolio, b) governing law and guiding documents, and c) key aspects of the funding policy. The purpose of the portfolio is often closely associated with the account or client type. Governing law is also closely associated with account or client type. The following are some examples of governing law, for various client types

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As Seen On

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