WEALTH CARE, LLC
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Q: What do you mean by using a diversified index-type investing approach? What about
highly ranked mutual funds?
A: Study after study has shown that over intermediate and long periods of time, a "buy the
market" approach achieves a more stable and a higher return than attempts to find those few active fund managers that can
"beat the market." Our investing process is to diversify your assets over a broad range of asset classes (large cap,
small cap, international, REITs, etc.) in a proportion that matches the level of risk and return that we agree on together.
These proportions are then adjusted periodically to correct imbalances in the portfolio. It is clear however, that at
times there are significant under and over-valuations in asset classes when reviewed historically and by valuation measures.
We buy the undervalued and avoid the over-valued when such a situation appears.
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1.
The Company only transacts business in states where it is properly registered, or excluded or exempted from registration
requirements.
2.
Past performance may not be indicative of future results. Therefore,
no current or prospective client should assume that the future performance of any specific investment, investment strategy
(including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference
to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable
or equal to corresponding indicated performance levels.
3. Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
4. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.
5. Nothing on this web site should be construed as being direct advice.