The investment plan provides an overview of your client profile, my consulting process and my investment recommendations. It also includes brief descriptions of my philosophy.
The investment philosophy statement, or IPS, delves into substantially more detail on our investing approach and our strategic portfolio management process. It also provides summaries of the returns of key indices and of a range of hypothetical portfolios, as well as important disclosures, including the asset classes used to construct hypothetical portfolios, sources and description of data used and treatment of certain data.
If, during our Investment Plan Meeting, we decide to work together, we will create your Wealth Longevity Plan. The advanced plan focuses on the four key areas of your financial life beyond your investments: wealth enhancement, wealth transfer, wealth protection and charitable giving. We will present this plan to you during our first Regular Progress Meeting.
We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.
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WellAcre Global Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WellAcre Global Wealth Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WellAcre Global Wealth Advisors unless a client service agreement is in place.