Investments & Asset Allocation
With many investment choices available, developing an appropriate strategy requires consideration of your goals, time horizon, risk tolerance and overall financial circumstances. We consider stocks, bonds, mutual funds, ETFs, cash and other investments as appropriate when developing recommendations designed to support your short- and long-term financial goals.
Our investment advisory services include, but are not limited to, the following:
Analyze risk tolerance and compare to current investment portfolio
Document investment objectives and strategy, including an Investment Policy Statement where appropriate
Develop an investment strategy
Advise on asset allocation and diversification across appropriate investments and sectors
Monitor investment portfolio against benchmarks on an ongoing basis
Independently review current investment managers and financial institution relationships, including fees and services
Wesfair Advisory evaluates each client's investments in light of their financial circumstances, investment objectives, risk tolerance and time horizon. These factors are documented through Wesfair Advisory's financial planning and client review process and, where appropriate, an Investment Policy Statement.
Wesfair Advisory seeks to ensure that investment recommendations are made in accordance with the fiduciary duties owed to its clients and without consideration of Wesfair Advisory's economic or other financial interests. Investment recommendations are made based on each client's individual circumstances, objectives and needs, with the goal of treating clients fairly and avoiding practices that improperly favor one client over another.