^{Your Personal CFO}Your Portfolio Has a Job to Do.

Investments are how your plan gets funded. That's why we build portfolios around your goals and your tolerance for risk, then manage them with a discipline that doesn't change with the headlines.

Our Process

We follow a consistent, research-driven approach designed to keep your portfolio aligned with your goals while adapting to changes in your life and in the markets.

Our asset management blends high-touch service with access to a broad universe of strategies. You may hold model portfolios, exchange-traded funds, mutual funds, individual securities, annuities or alternative investments, depending on what your plan calls for.

Understand Your Risk and Objectives

We start with your comfort with risk, your time horizon and what your money needs to accomplish.

Build Your Strategy

We design a strategy around your needs, your values and your long-term plan.

Diversify With Purpose

We blend asset classes and investment styles to help manage risk.

Rebalance as Life and Markets Change

When your life or the markets shift, we rebalance to keep your portfolio aligned with your plan.

Report and Review

Clear statements, custom performance reports and regular review meetings, so you always know where you stand.

^{Our Philosophy}Core And Satellite

Your core portfolio is built on Modern Portfolio Theory, the framework institutional investors use to manage risk through strategic asset allocation. Around that foundation, our Investment Strategy Committee builds satellite positions based on its view of the markets. The committee monitors trends and adjusts positioning so your portfolio stays proactive, not reactive.

WCG Model Portfolios

Built by Our Committee. Tailored by Your Advisor.

Our Investment Strategy Committee designs and maintains a range of asset-allocated model portfolios. Your advisor works directly with the committee to fit one to your goals, timeline, risk tolerance and tax situation, with attention to things like concentrated holdings and personal constraints.

Fee-Based, Not Commission-Based.

Our model portfolios are fee-based, so our incentives line up with your results. Many are available through wrap accounts, which combine advisory and trading costs into one transparent fee. (Custodian ticket charges may apply. Ask your advisor for details on your account.)

What You Get

A diversified mix of mutual funds, ETFs, stocks, bonds, UITs, alternatives and separate account managers · ongoing management and rebalancing · monthly statements · on-demand performance reporting through your advisor

^{The Committee}The Team Behind The Decisions

Our investment philosophy centers on protecting what you've built while growing it responsibly. A CIO-led investment committee oversees proprietary model portfolios, including ESG strategies, across a broad product shelf built for advisors serving complex households.

Investment advice offered through WCG Wealth Advisors, LLC, a SEC Registered Investment Advisor.

Paisley Nardini and Tema ETFs are not affiliated with or endorsed by WCG Wealth Advisors, LLC.

^{In Their Own Words}Hear It Straight From The Team

Our investment team talks through markets, positioning and the questions clients are asking on our podcast, The Bull of Wall Street.

Listen To The Podcast

Your Portfolio Should Reflect a Plan,
Not a Hunch.

Talk with an advisor who will build yours around what you're actually trying to accomplish.

Find an Advisor

Your Personal CFOYour Portfolio Has a Job to Do.