INVESTMENT MANAGEMENT

A Multi-Strategy Approach

DIRECT BOND PURCHASES
INDIVIDUAL EQUITIES
DOMESTIC CORE-ETF'S
INTERNATIONAL CORE-ETF'S
SECTOR OVERWEIGHTS
DIVIDEND-INCOME PORTFOLIOS
ALTERNATIVES
COVERED CALLS

ADHERING TO EVIDENCE-BASED PRINCIPLES

Our five investing principles are the culmination of decades of research and market analysis, and represent the best practices of today’s institutional investment community. We put them to work for you and your family.

USE DEEP RESEARCH TO SELECT INDIVIDUAL INVESTMENTS AND OVERALL ALLOCATIONS
Identify characteristics that have historically led to outperformance.
KEEP COSTS AND TAXES AS LOW AS POSSIBLE
Take the "easy money" whenever possible.
Center Image
REBALANCE REGULARLY
Take advantage of the variability in relative pricing over time.
DIVERSIFY BROADLY, BOTH ACROSS AND WITHIN GLOBAL ASSET CLASSES
Diversification Improves risk-adjusted returns and increases rebalancing opportunities.
TAKE THE LONG VIEW OF THE INVESTMENT PROCESS
Expect periodic downturns and use them to your advantage.

WILCO'S INVESTMENT PROCESS

Using a Structured Investment Management Process to Drive Asset Allocation, Manager Selection, Tactical Tilts, Monitoring, and Rebalancing

1
ASSESS RISK TOLERANCE

The appropriate balance of growth potential and risk varies by individual

2
ALLOCATE ACCORDINGLY

Once your risk number has been determined, a custom portfolio is built with matching expected risk/ return characteristics

3
ASSET CLASS ANALYSIS

Macro analysis to determine what sectors, factors, and asset classes are most attractive in the current environment

4
SPECIFIC INVESTMENTS

Micro analysis to determine which specific investments are most attractive within each asset class

5
REBALANCING

Systematic rebalancing takes advantage of variability in the relative pricing of classes and individual investments

SIGN UP FOR OUR NEWSLETTER

Get our latest thoughts on the market, investing, and financial planning