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Investment Process

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.

Why WDC Advised Portfolios?

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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. Maintaining an Investment Policy is an important part of Personal Wealth Legacy Development Process and we require each client to review and approve an Investment Policy before we begin work as their Investment Advisor.


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