Each client is offered the same suite of services. Specific investment strategies and their implementation depend upon each client’s current financial situation and needs. There is no account minimum for any of WWM’s services.
Our methods of analysis include Charting analysis, Fundamental analysis, Modern portfolio theory, Quantitative analysis, and Technical analysis.
Charting analysis involves the use of patterns in performance charts. We use this technique to search for patterns used to help predict favorable conditions for buying and/or selling a security.
Fundamental analysis involves the analysis of financial statements, the general financial health of companies, and/or the analysis of management or competitive advantages.
Modern portfolio theory is a theory of investment that attempts to maximize portfolio expected return for a given amount of portfolio risk, or equivalently minimize risk for a given level of expected return, each by carefully choosing the proportions of various assets.
The quantitative analysis deals with measurable factors as distinguished from qualitative considerations such as the character of management or the state of employee morale, such as the value of assets, the cost of capital, historical projections of sales, and so on.
Technical analysis involves the analysis of past market data; primarily price and volume.
WWM utilizes long term trading, short term trading, short sales, margin transactions and options trading (including covered options, uncovered options, or spreading strategies).
WWM has a written Code of Ethics that is available for free upon request to any client or prospective client.
Have questions about comprehensive Financial Planning or Asset Management? We’ll be on the lookout for your message!