WMS Investment
Management
Delivering Measurable Results
Your Goals
Once we understand your goals, we can recommend investments that will help you reach those goals. At this stage of the planning process we choose and arrange your investments in a way that will provide you:
Our Goal
To out-perform an unmanaged basket of index funds as measured over a ten-year time horizon.
We monitor investment decisions by measuring your results every calendar quarter. Our strategies have the greatest chance of achieving your goals as measured over a ten year period.
(No results can be guaranteed and past performance is never an indication of future results.)
How We Achieve These Goals
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Follow Modern
Portfolio Theory.
We do not chase market trends; instead we spread your money out over many different types of investments. This process is called asset allocation. We use investment vehicles such as no load mutual funds, exchange traded funds, closed-end funds, structured products, private placements, private equity, and IPO’s to diversify your portfolio.
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Use Passive Investments.
An active mutual fund will trade in and out of stocks attempting to beat its index. Active trading is more expensive, increases taxes paid by you and it is a fact that 80% of the time actively managed funds do not outperform their index. Thus we know that 80% of the time you will have better performance by owning a passive or index fund.
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Use Illiquidity to Achieve Higher Returns.
Illiquidity has a value. We can design specific investments that, over time, may have a higher return than the index. The trade off is these types of investments will be less liquid. Investments that fall in this category are structured products, private placements and private equity.
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Make Tactical Portfolio Changes. Depending on the economy, there are times where it may make sense to own more stocks or more bonds, more small cap or more large cap, more international or more U.S. These decisions are called tactical decisions. We monitor a set of economic conditions each quarter and determine if tactical changes are needed. Changes are not made frequently; we know that a decision to stay the course can be just as valuable as a decision to make a change.
The
combination of these factors allow us to determine how your
investment portfolio should be structured.
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