Investment Management

Thoughtful strategies. Personalized support. Lasting impact.

Our approach to prudent asset management blends high-touch service with access to a broad universe of investment strategy. We combine personalized guidance with thoughtful diversification across model portfolios, exchange-traded funds (ETFs), mutual funds, individual stocks, annuities, and alternative investments.*

It’s not just about what you invest in—it’s about why you’re investing in the first place. Every strategy we build is designed to reflect your goals, your values, and your vision for a better life.

Our Investment Philosophy

A proactive strategy rooted in research and perspective.

We follow a core-satellite approach to asset management, designed to balance long-term discipline with the flexibility to adapt.

Our core portfolios are built using Modern Portfolio Theory (MPT)—a method used by institutional investors to manage risk through strategic asset allocation.

Surrounding that foundation, our satellite positions reflect the guidance of our Investment Strategy Committee (ISC). The ISC actively monitors markets, identifies emerging trends, and adjusts positioning—so your portfolio stays proactive, not reactive.

Our Investment Process

Disciplined. Personalized. Built to evolve.

At WCG, our Personal CFOs follow a consistent, research-driven process designed to align your portfolio with your goals—while adapting to life and market changes along the way.

1. Determine Your Risk Profile and Objectives

We begin by understanding your comfort with risk, your time horizon, and what you want your investments to help you achieve.

2. Create Your Personal Investment Strategy

Using this input, we design a strategy that reflects your unique needs, values, and long-term vision.

3. Diversify Across Asset Classes

We build your portfolio using a blend of asset classes and investment styles designed to manage risk and optimize performance.

4. Rebalance as Conditions Change

Markets shift and life evolves. We proactively rebalance your portfolio to ensure it stays aligned with your strategy and objectives.

5. Report and Review Regularly

You’ll receive transparent account statements, custom performance reports, and dedicated review meetings—so you always know where you stand.

WCG Model Portfolios

Institutional strategy, personalized for your life.

We offer a range of asset-allocated model portfolios tailored to each client’s goals, timeline, and risk profile. These portfolios are designed and maintained by our Investment Strategy Committee (ISC) and customized in collaboration with your personal advisor to reflect your specific needs.

Built by experts. Customized for you:

Model portfolios are developed by our ISC, leveraging broad market insights and forward-looking strategies.
Your WCG advisor works directly with the ISC team to tailor each strategy to your individual objectives.
Portfolios are managed on an ongoing basis, using a model allocation best suited to your risk tolerance, tax sensitivity, and investment preferences.
We pay special attention to individual factors like concentrated holdings, tax considerations, and personal constraints.

Fee-Based, Client-First:
Our model portfolios operate under a fee-based structure, not commissions. This ensures our incentives are aligned with your success and that every investment decision is made with your best interests in mind. Many portfolios are available through wrap accounts, which bundle advisory and trading costs into one transparent fee. (Ticket charges imposed by custodians may apply—please consult with your advisor for account-specific details.)

What’s Included:

A diversified mix of mutual funds, ETFs, stocks, bonds, UITs, and separate account managers
Ongoing portfolio management and rebalancing
Regular monthly account statements
On-demand performance reporting available through your advisor

Investment Strategy Committee

Jimmy Lee

Founder & Chief Executive Officer

Jim Worden, CFA®, CMT®, CAIA®

Chief Investment Officer

Talley Leger

Chief Market Strategist

Mark Senseman, ChFC®, MBA

Managing Partner

Christopher T. Rand, Ph.D., CFP®, CLU®

Managing Partner, Personal CFO

Anthony Turcotte Jr.

Managing Partner

Brian Foley, CFP®

Trading Manager, Personal CFO

Jason Lin

Director, Trading & Research

Paisley Nardini CFA, CAIA

Managing Director, Simplify

Victor Orozco CFP®, CSRIC®

Managing Partner

William Tangog

Research Associate & Trading Assistant

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

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

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