WEALTHCARE INVESTMENTS

Wealthcare’s professionally managed investment solutions are designed to improve your client experience while helping you grow and scale your practice.

Our process employs time-tested principles associated with investor success. The principles remain consistent across portfolios.

The investment selections change based on the client considerations, i.e. tax treatment, size, sophistication, goals and risk preferences

The program is flexible. It offers a wide range of asset allocations, investment vehicles and strategies to meet the differing needs of your clients.

The program is highly scalable. It enhances your practice by connecting a consistent investment process with your client consulting process and provides operational process across a wide range of investment vehicles and portfolio solutions.

KEY POINTS OF DIFFERENTIATION

COST EFFECTIVE ACTIVE & PASSIVE SOLUTIONS

Wealthcare recognizes the importance of cost management in every investment strategy and is relentless in finding the most low cost passive solutions with an ETF focus. Active strategies must demonstrate the capacity to add value to client portfolios after the deduction of active fees.

SKILL-BASED MANAGER SELECTION

We improve upon commonly used manager selection practices by applying the Wealthcare Skill IndexSM as a tool to assess the likelihood of manager skill, then building portfolios to capture manager skill and improve upon expected compensation for risk from active management in client portfolios.

DYNAMIC STRATEGIC ALLOCATION

For investors who want more than the static approach to strategic asset allocation, we offer a dynamic approach that is directly tied to client risk tolerance, dynamically adjusts the portfolio risk allocation and maintains alignment between client risk tolerance and the evolving compensation-for-risk offered by the investment markets.


Copyright © 1999-2024 Wealthcare Capital Management LLC. U.S. Patents 6,947,904, 7,562,040, 7,650,303, 7,765,138, and 7,991,675. International and U.S. patents held as listed here. Other international patents pending. All rights reserved.
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