Investment Management

Account View Online Dashboard

Account View Online Dashboard

Access your personal investment data any time, anywhere, on any device. View account performance, transactions, and tax forms through your Account View online portal. 

  • Monitor performance
  • Securely message your advisor
  • Access tax forms & reports 
Actionable Research

Actionable Research

At WCF, we partner with LPL Research to perform top-level due diligence including meeting directly with fund managers and accesto over 300 custom model portfolios. The research team at LPL consists of over 50 individuals, many of whom hold advanced degrees and certifications. In addition, we have our own proprietary models and screening methodology to uncover potential opportunities for individual stocks. Our focus for individual securities is primarily within the emerging technology sector.

On-Demand Reporting

On-Demand Reporting

Receive key reports on-demand detailing your overall allocation, monthly and annual dividend income, top 20 individual stock holdings within mutual funds and ETF’s, and more.

  • Custom reports tailored to your preferences
  • Risk measured against 7 market indexes
  • Quick performance snapshot or detailed analysis 
Investment Philosophy

Investment Philosophy

We believe in custom, personalized investment management which means utilizing different strategies for different situations. We act as a fiduciary for your advisory accounts which means we are legally required to do what is in your best interest(we would add morally to that).

Our philosophy is to utilize a blend of passive and active strategies, lower your total all-in fees as much as possible, and make decisions according to your unique preferences. We utilize the full suite of investment vehicles available to us with the goal of producing your desired outcome.

  • Tax-aware
  • Fee-based fiduciary
  • Custom for your unique situation
  • Thoroughly researched decisions
  • Total-return focused

Second Opinion Service (SOS)

Unsure if your current investments are the right fit or unsatisfied with performance? Sign up below to receive an email with instructions for engaging our Second Opinion Service. For a flat fee of $250 per account, we will provide a formal, written analysis of your current holdings and a virtual consulting meeting  to discuss our findings.