Value-Based Investing
Where Making Money - Meets Making a Difference
Our mission is to engage in global investing for positive social and sustainable impact through a conscious allocation of capital and shareholder advocacy.
High Impact Investing:
A growing number of our investors seek to align their investments with their values. Individuals and institutions invest for different reasons. Some seek to grow their assets or generate income, while others are more focused on protecting the assets they’ve already accumulated. We believe the WCG High Impact Investment Philosophy supports all of these objectives. We help clients set and implement clear goals aligned with their needs, values, and objectives.
WCG is striving to be a leader in sustainable and responsible investing.
Investment Strategy Committee Process
The ISC prioritizes providing an investment solution for strategies that have significant demand from both investors and advisors.
The firm has a proprietary database that scores nearly 5,000 individual securities for multiple factors such as momentum, valuation, trend, volatility, return on capital, and more.
Our models are managed using a firm asset allocation strategy that is consistently rebalanced and formally reviewed each quarter. The firm's asset allocation is consistent across the different investment strategies and is implemented using what we feel is the best security for each model. We may trade accounts for tax-loss harvesting throughout the year, but an annual rebalance is typical for each strategy.