Investment Strategies
The WST investment platform comprises six core strategies:
| Actively Managed Mutual Fund Portfolios |
The objective of our managed mutual fund strategy is to combine actively managed funds in each asset class into a portfolio that meets the objectives of the individual client. This process combines both strategic and tactical asset allocation tools. We perform ongoing quantitative and qualitative due diligence to help ensure that the funds we own continue to meet our stringent criteria. |
| Passively Managed Mutual Fund Portfolios |
Our passive strategies are designed to deliver asset class returns through mutual funds managed by Dimensional Funds (DFA), Vanguard, and Fidelity. We also manage portfolios of Exchange Traded Funds (ETFs). Asset allocations are based upon client objectives with rebalancing driven by market conditions and client needs. |
| Domestic Equity Portfolios | Our Multi Cap Growth strategy invests in companies with above average growth expectations at reasonable valuations. Portfolios are diversified across multiple economic sectors. |
| Dynamic Strategies |
Alternative investment strategies which seek to deliver equity-like returns over a market cycle with less volatility than a buy and hold portfolio. Our proprietary technical trading strategies identify market trends and invest accordingly. The objective is to participate in rising markets while seeking the safety of cash in declining markets. |
| Tax-free Bond Portfolios | Our tax-exempt fixed income strategy focuses on debt issued by municipalities whose interest qualifies for exemption from federal and state income tax. Portfolios are designed to meet the income needs and risk objectives of our clients. We emphasize high quality securities and primarily invest in investment grade bonds with short to intermediate maturities. |
| Taxable Bond Portfolios | Our taxable fixed income strategies are designed to meet the income and capital preservation objectives of our clients. Our primary holdings consist of investment-grade debt including U.S. Government bonds, U.S. Agency bonds and corporate bonds. Portfolios typically consist of bonds with short to intermediate maturities. |