We diversify your accounts into growing asset classes.
We are cost conscious.
KEYS TO IMPROVING PERFORMANCE
LIMITED CLIENT BASE
We believe each of our clients would
prefer to be one of twenty families
served rather than one of thousands.
Our focus on a small number of
successful families allows WGS to
manage investment portfolios with a
view to each client's risk tolerance and
particular investment objectives.
Investors hire WGS because of our
experience and track record and reasonably expect their
assets to be managed by us, and not delegated to others.
We are therefore hands-on
managers and do not assign this critical
responsibility -as many large financial
firms do- to a junior broker, client
account manager or trust officer.
We employ a formal, multi-factor
weekly review process to evaluate
investment results. We review each
account, in the context of current market
conditions, to determine if performance
can be improved given the client's goals,
desires and risk profile. The firm also
undertakes a formal review of specific
portfolio investments within each
asset class to determine if they remain
optimal or whether there are alternative
investments within the class that can
enhance performance. If an investment
reallocation is deemed to be justified, we
weigh the decision to sell existing assets
against potential tax ramifications.
ASSET CLASS IS THE KEY
Most portfolio returns depend on
investing in the right asset
classes at the right time. Therefore,
we select only those asset classes we
believe have the highest probability
of growth. We do not commit clients'
assets to each asset class and wait
for growth. We achieve active diversification through fundamental and quantitative analysis. Such diversification reduces
risk and is essential to achieving
superior portfolio performance.
INSTITUTIONAL ACCESS AND TRADING CAPABILITY
We use institutional tools and techniques. For fixed income investments,
we buy directly from a selected pool
of bond brokers and are not required
to use a parent company's bond
inventory. Direct purchase eliminates
the typical multi-layered mark-up of
bond brokers, proprietary trading desks
and financial advisors. We execute
equity transactions using algorithmic
trading systems. Both systems result in lower
costs when buying and higher prices
when selling. Such trading price
improvements have a cumulative effect
and enhance portfolio performance.
Portfolio performance can be
significantly impacted by product fees
within an investment and management
fees paid to the portfolio manager. We
seek to reduce the expense of both
by using low-cost index funds and
exchange-traded funds (ETFs), products
that allow us to gain market exposure
to specific markets, regions and
industries at a reduced cost. Given our
very competitive portfolio management
fees and use of such low-cost
investment vehicles, we are frequently
able to reduce client fees when compared
with those charged by a bank, trust
company or Wall Street financial advisor.
Offices in Washington D.C.
Washington Growth Strategies
1200 G Street, NW 8th Floor
Washington, DC 20005