Ensuring your money works for you is what we do. You have many aspirations you want to reach. We can build you a customized portfolio based on your unique goals, input and risk tolerance to help you get there. You’ll benefit from the long lasting relationships we’ve cultivated with some of the best boutique firms and fund managers in the industry. You may be an old fashioned investor looking for individual stocks and bonds. And because we offer our services without institutional ties or proprietary products, you get advice that is 100% objective and free from any outside influences. As part of your money management program, you’ll receive an investment policy statement, WHC BluePrint© that outlines all expenses, portfolio volatility and investment guidelines. That way you’ll know what your expenses and risks are up front, so you have complete clarity to make the right investment decisions. Fee: 1% of assets under management. Investments such as mutual funds and ETFs (exchange traded funds) have underlying internal expenses. You may also incur transaction fees. Clients often turn to us for work on a project basis, benefiting from our years of financial services experience. Some of our recent projects have included analyzing a business plan, creating compensation packages and business feasibility studies. Please contact us at 888.797.9009 to discuss any upcoming needs you might have. Please note: Based upon the complexity of certain situations, all prices are subject to change and will be confirmed prior to entering into any agreement with you to perform any service on your behalf.