Core Portfolio Models

As a true independent advisor, we at Wealth Advisory Group believe you should have a choice on deciding what the best investment solution is for your client. We offer turn-key managed portfolios, an unified managed account platform for high net worth clients, and the ability to design a custom solution for your clients. We understand that each client is unique and has different objectives, that is why we give you an open architecture platform to create a client solution that best fits their needs.

WealthMark Program Benefits

The importance of having diverse investment choices goes well beyond helping you achieve your unique needs. With WealthMark’s open architecture you get the flexibility to make changes in investment approaches or product solutions. You’ll enjoy greater choice and ease of use to customize your financial solutions for your unique investment objectives.

Our experienced portfolio strategists select the asset classes and determine the right allocation for your portfolio. We also analyze and select individual portfolio managers according to both style and performance criteria.

WealthMark model portfolios are reallocated and rebalanced* to ensure they reflect the right type and mix of assets. We adhere to rigorous criteria in selecting the appropriate positions for our portfolios, emphasizing:

  • Performance within its category
  • Portfolio cost
  • Overall management of risk in its category
  • Adherence to a defined and disciplined investment process

Optimark Program Benefits

The unified managed account (UMA) platform Optimark is a unique program design by Wealth Advisory Group for high net worth individual investors. Optimark gives our advisors the ability to use multi-strategy, multi-managers with multiple asset vehicles in the same account(s) while still providing performance reporting, billing, and trading. We offer three different styles of investing- active, passive, and endowment.

Active
Passive
Endowment

These UMA models focus on performance, style, and fit for the individual investor. Optimark was designed high net worth investors as a low cost platform often saving investors up to 40% on platform/program fees. The Wealth Advisory Group service team and Chief Investment Officer consult, design, coach, and generate a proposal/marketing piece for your client meeting.

Advisor As Portfolio Manager

We understand that are core model portfolios and unified managed account solutions may not be a fit for all of your clients, that is why we allow advisors to create and manage their own advisor model portfolios. Using the Envestnet platform, advisors have the ability to design and trade portfolios in an efficient matter. Our technology platform allows advisors to obtain and analyze key information such as assessed risk, asset allocation, weighted average expense ratio, and other key factors to consider when designing an advisor model.

Investment Policy Committee

The Investment Policy Committee oversees both Wealthmark and Optimark managed portfolios. This team is made up of highly competent financial advisors averages over 20 years of experience in the financial services industry. The committee designs, manages, and uses the portfolios within their own practices. They are in constant contact screening the holdings and allocations of the current portfolios. Using numerous different channels of research this committee works on behalf of our network of advisors to produce managed portfolios that can be used for individual clients.

  • Domestic Equities
  • International Equities
  • Commodities
  • Alternative
  • Currencies
  • Fixed Income
  • Cash

+Alternative investments, including hedge funds, commodities and managed futures involve a high degree of risk, often engage in leveraging and other speculative investments practices that may increase risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are subject to the same regulatory requirements as mutual funds, often charge higher fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager.

The performance of alternative investments including hedge funds and managed futures can be volatile. Often, hedge funds or managed futures account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor’s interest in alternative investments, including hedge funds and managed futures and none is expected to develop.

There may be restrictions on transferring interests in any alternative investment. Alternative investment products including hedge funds and managed futures often execute a substantial portion of their trades on non-US exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in the US markets. Additionally, alternative investments including hedge funds and managed futures often entail commodity trading which involves substantial risk of loss.