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.
- US Equities
- International Equities
- Fixed Income
OWN THE WORLD
A well thought out portfolio will reward investors over time.
WiseFactors 70 Sample Portfolio