Smarter Portfolios

There are a lot of investment firms out there today building investment platforms that rely on computer algorithms to completely allocate and manage their clients’ portfolios. The biggest problem with this way of allocating portfolios is that it is a one size fits all solution. Specific situations vary widely from one person or family to the next, and those situations require different investment options and custom tailored solutions.

The Human Touch

At WealthNGen, we take managing, and advising you on your life savings very seriously. This is why all of our investment portfolios are hand assembled from the ground up and actively managed by our investment team. We build many different types of portfolios that are diversified across asset types such as stocks, bonds, cash, real estate, and commodities, like gold and silver, as well as across many geographic locations around the world. We offer many different well allocated portfolios and can even create custom portfolios to suit your specific situation.

To us, it makes more sense to have real people putting in real time to make sure your investments are allocated as effectively as possible.

Low Cost, Tax Efficient, and Highly Liquid

There are several factors that are paramount to our investment team; keeping costs low, tax efficiency, and high liquidity. It is for these reasons that our investment team chooses Exchange Traded Funds (ETFs) when building our portfolios.

With internal fees that average only around 1/4 of one percent, exchange traded funds are by far the most cost effective investment option in the market today. The lower your investment costs are, the more of your money stays reinvested and the difference in returns over time can be dramatic.

In addition to being lower in management fees, ETFs are also much more tax efficient than most mutual funds, which can positively effect your portfolio returns over time in a taxable account.

Finally, being highly liquid, highly liquid ETFs allow our investment team to build complex portfolios in many different asset classes and make quick adjustments., if necessary, as market trends and economic indicators fluctuate over time. In addition, Investing in highly liquid securities gives you fast access to your funds should you need them.

Don’t take our word for it, see the results for yourself. Use our portfolio analyzer to compare your portfolio to ours and see how you stack up. It is free and you are not required to sign up.