Individual Investors

Investing intelligently

By working with WCCM, you'll have access to investment strategies built for todays volatile markets.

THE WCCM DIFFERENCE

Portfolios can be built to manage all levels of risk tolerence, from conservative to moderate and even aggressive.

WCCM works for it's clients, not for a parent company. Our independence guards against special interest and unbiased investment advice. 

INDEPENDENT, OBJECTIVE ADVICE

We are fee-based and we do not receive commissions. This insures that we are on the same side of the table as you, and your performance matters.

TRANSPERENCY

Based on your preference of risk, we try to limit the downside that your portfolio will experience, so you can benefit from the advantage of compounding returns.

RISK-MANAGED APPROACH

Our broad platform allows us to select from managers with the experience to monitor the markets effectivly. 

INFORMED DECISIONS

We can meet to communicate on a regular basis either in person, through email, or over the phone. 

CONSISTENT COMMUNICATION

We provide monthly reports that clearly display portfolio performance.

CLEAR REPORTING