Customized Approach. Superior Results.
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.
Washington, DC
1200 G Street, NW 8th Floor
Washington, DC 20005
(202)-507-5726