portfolio

DIVERSIFICATION IS ESSENTIAL

Each asset class we invest in for your portfolio has a positive expected rate of return. The performance of each asset class is unpredictable year to year. This is why we diversify. However, you need to be invested at all times to capture the returns.

Asset Class Returns From 1998-2016 (Compound Rate of Return)

Financial research to work for you

For the disciplined, long-term investor we offer five exceptionally-diversified, non-speculative portfolios with advisor fees among the lowest in the industry. Each WiseFactors portfolio is designed to achieve sustained superior performance with reduced investment risk.

WiseFactors Portfolios

  • US Equities
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  • International Equities
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  • Fixed Income
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OWN THE WORLD

A well thought out portfolio will reward investors over time.

WiseFactors 70 Sample Portfolio

WiseFactors is owned by VIA IV Investment LLC. VIA IV investments LLC is an Illinois registered investment advisor. By using this website, you accept our Terms of Use and Privacy Policy. Past Performance is no guarantee of Future results. Any historical returns, expected returns, or probablity projections may not reflect actual future performance. All securities involve risk and may result in losses.We do not provide financial planning services to individual investors.WiseFactors does not provide tax advice and does not represent in any manner that the outcomes described here in will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. WiseFactors assumes no responsibility for the tax consequence for any investor of any transaction.

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