Our Investment Process is built on the foundational economic principles of Supply and Demand,
Relative Strength, and Diversification. Our rigorous, disciplined, top-down methodology is designed to seek growth
within the constraints detailed by our clients in an Investment Policy Statement.
Investment Policy Statement
Investment clients who engage WDC to manage assets on a fee-only basis receive a written
Investment Policy Statement. An Investment Policy Statement is designed to established clear
expectations regarding the investment goals and methodology employed in the investment management process.
We require each client to review and approve an Investment Policy before we begin work as their Investment Advisor.