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WINVEST
WINVEST is a highly specialized service Wells Investments (WIN) offers high net worth clients.This fee-based service incorporates institutional based software into your personalized financial plan. It is an investment planning service utilizing the "best of the best" money managers, historical analysis, probability and statistics, and asset allocation.
WINVEST service will provide you a risk analysis to determine your specific risk tolerance to downside performance in your portfolio.
WINVEST calculates to the second decimal point your risk level as measured by standard deviation and Morningstar.
WINVEST services can project the potential dollar decline in your current portfolio.
It is important to establish this risk analysis in order to help prevent unpleasant downside surprises.It is precisely these unexpected, unpleasant downside surprises which cause many investors to become emotional and sell at the wrong time.
WINVEST services are specifically designed to allocate your assets to help prevent a decline in your portfolio, which may exceed your expectations or tolerance.WINVEST is a disciplined investment program designed to reduce the emotional factor in the decision making process. Emotional decisions may interfere with your long-term investment success.
WIN firmly believes that risk management is the key to successful investing.
WINVEST is the right way to invest.
WIN helps you make money through the selection of quality oriented money managers, quality oriented investment growth programs, longer term investing and risk reduction.
WINVEST incorporates the following institutional based software to help you succeed: MORNINGSTAR; CDA WIESENBERGER; ZACKS INVESTMENT ADVISORY; FIRST CALL; MAJOR BROKERAGE FIRMS' RESEARCH.
WINVEST services include monthly account statements and quarterly performance measurement reports.
WINVEST is our most sophisticated financial planning service available.