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WCG Investment Committee
The Wealth Consulting Group’s Investment Strategy Committee (ISC) manages the firms model portfolios that are offered via WCG Wealth Advisors, LLC (dba The Wealth Consulting Group) a SEC registered investment advisor.
At The Wealth Consulting Group, our Investment Strategy Committee draws on a wealth of experience and resources in an effort to bring our client portfolios the most current research and thinking available. In addition to seven experienced advisors with collective experience of over 200 years, we have as our WCG Wealth Advisor’s Chief Economist William Helkie*. Mr. Helkie retired as Sr. Advisor to the Federal Reserve Board and also held many other executive-level positions during his tenure, including Sr. Advisor for the Energy Information Administration, a division of the Department of Energy. He currently teaches Macroeconomics at University of Maryland. *William is not affiliated with LPL.
WCG Investment Team and Portfolios
The WCG investment team presents a fully outsourced solution for your practice.Trades and rebalancing are all executed by the investment team for you and your clients.
- ISC Portfolios
The ISC believes in managing portfolios using a core plus satellite strategy** that incorporates both active and passive investment strategies. The core is managed using strategic asset allocation surrounded by thematic satellite sleeves that seek to drive portfolio performance.
- High Impact Portfolios (HIP)
Our High Impact Portfolios (HIP) invest in companies and funds that are committed to best in class sustainable business practices. There is a growing base of evidence that suggests companies that are environmentally sustainable, socially responsible, and have positive screens for corporate governance and diversity in executive leadership outperform funds that do not share this focus.
Along with ARC, the investment team is available to help you prepare portfolio solutions for presentation to your clients and when analyzing existing portfolios, the team can help compare them to your proposed solutions.