Portfolios

Our Portfolios Match Any Risk Level with Two Goals: Capture as Much Upside as Possible and Protect Capital in Bear Markets

Each Portfolio has a mix of multiple money managers carefully selected as the best in each asset class. Each portfolio is diversified among our unique asset classes and as a rule no more than 15% is allocated to any one manager to provide maximum diversification. Each quarter adjustments may be made within our managers as well as small adjustments to asset classes to take advantage of changing market conditions.
GLACIER
The Glacier portfolio is designed for investors whose primary goal is preservation of capital and would like to stay with inflation. The Glacier is designed to have a very low standard deviation and is for investors with risk scores between 25-35*. 
Risk Scores are calculated using Riskalyze and Advisory World APG software and confirmed by each client as to the accuracy of their own acceptable risk levels.
REDWOOD
The Redwood portfolio is designed for investors whose primary goal is preservation of capital but would like some growth opportunities to stay with or ahead of inflation. The Redwood is designed to have a low standard deviation and is for investors with risk scores between 35-45. 
YOSEMITE
The Yosemite portfolio is designed for investors whose primary goal is to grow capital at a level higher than inflation with an additional goal to minimize drawdowns. The Portfolio also has a goal to maintain standard deviation levels of half or less then the overall market. The Yosemite is targeted for investors with risk scores between 45 and 55. 
RAINIER
The Rainier portfolio is designed for investors whose primary goal is to grow capital for portfolio accumulation over a full market cycle. The portfolio’s goal is to keep the standard deviation below the total market, and to limit declines in bear market conditions. The Rainier is designed for investors with risk scores between 55 and 65. 
DENALI
The Denali portfolio is designed for investors whose primary goal is to accumulate capital at a maximum level over an extended period of time, and are comfortable with a higher standard deviation. The portfolio’s goal is to capture total market returns and also to provide downside protection in bear markets. The Denali is targeted for investors with risk scores of 65 and above. 

West Coast Capital Management
1166 E Warner Rd #113

Gilbert AZ 85296

 

©2017 West Coast Capital Management   Privacy Policy   Contact

 

This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for information purposes, and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

West Coast Capital Management, LLC and its representatives are in compliance with the current filing requirements as required by those states in which West Coast Capital Management, LLC maintains clients. West Coast Capital Management, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of this website should not be construed by any consumer and/or prospective client as West Coast Capital Management, LLC solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Any subsequent, direct communication by West Coast Capital Management, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Strategy overviews are for descriptive purposes only and do not take into account your particular investment objectives, tolerance for risk, financial situation or needs. They are not suitable for all investors and this is not a solicitation or recommendation of any investment strategy. All investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. For a complete description of investment risks, fees and services, review the West Coast Capital Management firm brochure (ADV Part 2and WRAP brochure) which is available from your Investment Advisor Representative or by contacting West Coast Capital Management.

Investment Advisory Services are offered through West Coast Capital Management, LLC, a Registered Investment Advisor. 1166 E Warner Rd #113 Gilbert, AZ 85296 www.westcoastcapitalmanagement.com 888-540-2899.

 

FOLLOW US:

  • w-facebook
  • Twitter Clean