 |
|
 |
What Makes WFG’s Portfolio Approach So Unique And Powerful?
1) Intelligent Risk TakingSM
- Can help you be involved at all times in the financial markets, with confidence.
- Offers the best of both passive and active asset management philosophies.
- Consistently manages risk over both the short-term and long-term.
- Increase your odds that you are "Paid to Wait"SM while markets exhibit many ups and downs.
| |
Intelligent Risk ZoneSM
Focuses on the selection of investment vehicles that offer the potential for:
- High return
- Lower volatility
- Better downside protection
- Consistent compensation for risk
The potential for attractive returns and lower risk result from:
- The “correlation effect."
- A “contrarian investment approach."
|
|
|
|
Minimums WFG Investment Management Services have the following minimums:
- WFG Wealth Management services have a $500,000 relationship minimum.
- WFG Investment Only services have a $300,000 relationship minimum.
Comprehensive Portfolio Brochure
|
For a comprehensive look at WFG’s portfolios, experience and unique approach, click on the image to the right for our full brochure. |
|
 |
Portfolio Summaries
LifeStage Portfolios SM
WFG’s Mutual Fund
| Name |
Investment Type |
Learn More |
Most Suitable For |
| No-Load Mutual Fund Managed By WFG |
Flexible, Absolute Return, Risk Averse |
www.wadefunds.com |
Any Investor | |
Foundation Portfolios (FP & FP/ATM)
| Name |
Investment Type |
% Equity Choices |
Most Suitable For |
| Foundation Portfolios (FP) |
No-load mutual funds, “load waived” funds, Institutional funds and ETFs |
0, 25, 50, 75, 100 |
Accounts below $250,000 |
| Foundation Portfolios (ATM) |
Allows for the inclusion of tax-managed funds and an active approach to tax management |
0, 25, 50, 75 100 |
Accounts below $250,000 | |
Portfolios Featuring Individual Securities
| Name |
Investment Type |
Allocation Choices |
Most Suitable For |
| Lifestyle Income Bond (LIB) |
No-load funds, ETFs and individual bonds |
100% Bond |
Retirees and pre-retirees seeking income |
| Lifestyle Inc. Bond (LIBm) |
Tax-managed version of LIB |
100% Bond |
See above |
| Dividend Appreciation Stock |
“Dividend Aristocrat” style stocks that have both attractive yields and prospective yield growth |
100% Stock |
Retirees and pre-retirees seeking a reliable, growing stream of income |
| Concentrated Stock Portfolio |
Quality growth stocks at a reasonable price |
100% Stock |
Accumulators |
| Completion Strategy |
Provides international, emerging markets, real estate and Managed Futures |
See column to the left |
Clients who desire diversifcation beyond U.S. individual stock and bond securities | |
Sample Combination Portfolios For High Net Worth Clients (Above $1 million)
WFG's Approach With Our Most Popular Flexible Account
WFG’s Continuous Portfolio Management Process
|
|
 |
|