Goals-based investment strategies are Wealthcare’s cornerstone. We align your client’s goals through a professionally-managed, multi-strategy investment program. GDX360 brings together multiple asset classes within a single portfolio.
They also improve risk-reward profiles relative to less diversified approaches. Through ongoing monitoring and adjustments of GDX360 plans and portfolios, where needed, clients can stay on track with their goals.
Our investment strategies include multiple asset classes, strategies and managers
Different asset mixes from which to choose. You choose depending on each client’s asset class preferences, investment objective, and tolerance for risk.
Includes multiple managers, where feasible, in each asset class. This provides numerous sources of return and diversifies manager-specific risk.
Evolving risk characteristics of managers are monitored on an ongoing basis. Each client’s manager portfolio is adjusted to keep investment objectives and selection criteria aligned.
Accounts across each household are rebalanced as needed to maintain a client’s asset allocation. Rebalancing keeps portfolios on target with investment objectives.
Advanced tax strategies include asset location, deferring gains, managing the holding period, tax loss harvesting, managing tax lots, and wash sale sensitivity.