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Stewards of a Sacred Trust Trust is the common thread in any successful relationship, and must be earned over time. Since its inception in 1984, WPC has embraced the role of a fiduciary – to act only in the best interest of the client.   While many other firms were founded on “selling” investments, our commitment

Portfolio construction combines both the art and science of molding specific holdings within an asset allocation in an attempt to maximize returns when adjusted for risk. Multiple models are created to address the specific risk tolerance a client may have.   Your Individual Portfolio The first step for establishing your portfolio is to determine your

WPC’s ADA (Active Disciplined Approach) is a time-tested investment template for creating, monitoring, and adjusting model portfolios utilizing a disciplined approach to take the emotion out of investing. Experienced Investment Team The WPC Investment Committee is responsible for the model portfolios and regularly meet to discuss the impact of the current economic environment, valuations, &

Successful investing is rooted in maintaining a disciplined perspective (or lens) through which ones actions are guided in both times of clarity and certainty as well as in times of confusion and doubt. If one does not have a well defined investment perspective, risks to the portfolio will be magnified by reactionary decision making, and

Your Personal Financial Dashboard Every car has a dashboard which relays critical information to the driver.  How do you monitor the 4 or 5 pieces of critical data necessary to achieve your financial goals? WPC crafts a Personal Financial Dashboard for every client, identifying a clear path to meet your targeted financial goals for: Asset