Investing can be scary and confusing! At WDC & Associates, LLP we provide independent portfolio reviews and investment analysis on your mutual fund and ETF’s to help you sleep at night and gain the peace of mind you need to be a successful investor.
- Wonder what fees and commissions you’re REALLY paying
- Want to know if your ETF’s and mutual funds are good?
- Don’t know if your investments match your goals?
then let our professionals at WDC & Associates assist you with the right solution for you! Whether you self-manage your investments OR have a broker WE CAN HELP!
We Start By Reviewing Your Asset Allocation Model
The #1 factor in your investment performance is how your assets are allocated among stocks, bonds, cash and alternative investments. It determines over 90% of your investment returns.
We’ll show you how much risk you’re really taking. Many investors think they’re invested one way, only to find out they’re not. We give you the tools to make smart asset allocation decisions.
Then We Analyze Your Mutual Funds and ETF’s
Our investment review checks your mutual funds and ETF investments over an 11 step process. We audit your investments for returns, risk, company management and 8 other factors. You’ll see quickly with a color graphing analysis which ETF’s and mutual funds should be held, watched closely, and replaced immediately. You will see that this is not our "opinion" on your investments. It is a true calculated result as to your investment portfolio's performance.
We Expose Your Real Investment Fees And Expenses
We provide you a complete accounting of your ETF and mutual fund fees and expenses. You’ll quickly see how much you’re paying and who you’re paying it to!
You may be SHOCKED to see what you’re investments cost! If you don’t know what you’re paying, you can’t determine its value.
Let us show you what your investments really cost!
Our analysis is an unbiased review of your portfolio given that we are not an investment firm or broker that will earn fees from your investing. We provide this analysis to ensure you are maximizing your investments that you have accumulated from hard work and strong cash management efforts.