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investment strategies

 

 

Investment Strategies For


TRUE DIVERSIFICATION

Most money managers and advisors believe that portfolio diversification means buying different mutual funds or allocations between stocks and bonds.

We seek true diversification for you by utilizing an investment mixture of equities, taxable or tax-free fixed income investments, real estate, private equity investment vehicles and other non-correlated assets.

We provide diversified financial services because we live in a complex and changeable world.

 

 
Research

Using both in-house and third-party research, we manage assets utilizing a combination of deep fundamental and technical analysis with common sense know-how and experience.

 

 
Risk Management

Managing risk is ingrained in our philosophy. Regardless of the asset class, return considerations are balanced against downside risks consistent with each client’s custom plan.

 

 
Balance

We use non-correlated assets and strategies across the risk spectrum when building and managing portfolios to meet the objectives of our clients.

 

Process-Driven and Time-Tested 

DISCIPLINED INVESTMENT STRATEGIES 

 
Alternative Investments

We can deploy a range of non-correlated alternative investments designed to further broaden our client’s diversification. Investments in this asset class can include motion picture and entertainment opportunities along with other venture capital investments. 

 
marketable securities

WCM Global Wealth, LLC seeks to build and manage a robust portfolio of traditional equity and fixed income securities based on your specific risk and return profile. Each portfolio is highly customizable and tailored to your specific objectives which can include a combination of individual stocks, bonds and Exchange Traded Funds (ETF's). Every individual security is hand-selected by our investment team using proprietary, in-house research as well as respected third-party data and research. Depending on your plan, our strategies can span from a range of objectives including capital preservation, income production and capital appreciation.

 
Real Estate

Backed by decades of real estate experience, our team is able to offer direct access to a wide range of real estate investments including commercial developments, public storage, residential real estate, and income focused properties. We bring a high level of experience both internally and through partnerships with some of the industry's best professionals to deliver both access and return opportunities unmatched by most other advisors.

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Connect with an Advisor

Provide us with your name and email. A WCM Global Wealth advisor will contact you promptly to discuss your wealth management plan.

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ADDRESS

201 RiverPlace, Suite 500
Greenville, SC 29601

 
 

call us

Tel: 864.967.9838
Fax: 864.967.9837

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