WCM STRATEGIES
WCM STRATEGIES
Investment Strategies For
TRUE DIVERSIFICATION
Many money managers and advisors believe that portfolio diversification means buying different mutual funds or allocations between stocks and bonds. We advise diversification 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, where true diversification can make a meaningful impact.
Process-Driven and Time-Tested
DIVERSIFIED FINANCIAL SERVICES
"A goal without a plan is just a wish" -Antoine Saint-Exupery
Goal Identification
We listen to you in order to help you quantify and discover what you want to achieve.
Plan Development
Once you identify your goals, how will you get there? Your unique, individual situation is our priority and requires a high level of skill and customization to complete your plan.
Plan Implementation
With your plan completed, we will partner and provide you with a diversified financial strategy that will help you accomplish your goals.
Process-Driven and Time-Tested
DISCIPLINED INVESTMENT STRATEGIES
Marketable Securities
As a part of a financial strategy, many will want some exposure to the stock and bond markets. The WCM team seeks to build and manage a robust portfolio of traditional equity and fixed income securities. 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 selected using proprietary, in-house research as well as respected third-party data and research. Depending on your plan, the 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 leading professionals to deliver both access and return opportunities which help with truly diversifying your investments.
Alternative Investment
The WCM team has access to a range of non-correlated alternative investments designed to further broaden our client's diversification. Investments in this non-correlated asset class can include a wide variety of venture capital investments.
GET STARTED
Connect With An Advisor
To begin your financial journey, start by providing us with your name and email address. Once you’ve submitted this information, a WCM Global Wealth, LLC adviser will contact you within 24 hours to discuss your wealth management plan.
Copyright 2023 Website by
DevObal Technologies Inc. | Privacy Statement
| Terms Of Use | WCM Global Wealth LLC Form CRS
WCM Global Wealth, LLC is a diversified financial services Registered Investment Advising firm specialized in providing customized financial solutions to families and institutions. We provide investment and advisory services for investment management; alternative investments; estate planning; commercial real estate; financial consulting; philanthropy; and business succession planning. With offices in Greenville, Charleston and Philadelphia, our team is dedicated to providing our clients with excellent service.
IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Confidentiality: The information transmitted is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this in error, please contact the sender and delete the material from any computer.