As a precursor to portfolio
design, WGS gains an in-depth
understanding of our client's
investment goals and financial
requirements. Each portfolio reflects
investment decisions uniquely
based on the client's risk tolerance,
time horizon, income requirements
and tax considerations. The firm
actively manages each portfolio,
taking into account prevailing
and anticipated financial market
conditions and the evolution of
client needs over time.
To identify appropriate investments, we employ a multi-factor approach to select investment vehicles that includes both fundamental and quantitative analysis. Except as dictated by specific client requirements, the firm's potential investment universe has no borders or market cap restrictions.
We identify and may select investments that have long-term secular tailwinds, attractive bottomup fundamentals and discounted valuations. If we perceive the macroeconomic climate to be adverse, or if valuations seem extended, we may recommend non-correlated investments or, if indicated, raise cash for our clients.
The firm's portfolio management uses one of the world's largest custodial platforms and is enhanced by our prime brokerage, multi-firm trading capabilities that provide our clients with larger inventories, best price and best execution.
We undertake to manage a limited number of client portfolios well to produce superior results. Each client portfolio is specifically tailored and closely monitored to that end.
2200 Pennsylvania Ave NW
Suite 400 East
Washington, DC 20037
Palm Beach, FL
313 1/2 Worth Avenue
Palm Beach, Florida 33480