DON’T BE SURPRISED THAT THE FINANCIAL MARKETS GO UP AND DOWN

When they go up and down, and by how much, is the surprise.

The inevitable surprises of the financial markets have our Core Portfolio Strategies strategically committed to a fixed mix of stock and bond investments. Using indexed funds and exchange-traded funds (ETFs) to keep expenses and trading costs low, investments are made in securities here in the U.S. and overseas, representing different market capitalizations, value vs. growth bias, developed and emerging markets, bond maturities, credit quality and currency risks.

In other words, Core Portfolio Strategies give our Clients meaningful and prudent diversification.

WHICH OF THE CORE PORTFOLIOS IS BEST FOR YOU?

There are eleven Core Portfolio Strategies, each differentiated by their allocation to stock investments ranging from 0% to 100% in ten percentage point increments.

If transactions within your account result in current-year taxable income, NWCM will give consideration to potential tax consequences when selling to affect rebalancing or tactical moves.

NWCM generally encourages investors to undertake a Big Picture Study to determine the appropriate asset mix of an investment portfolio. For young investors, sophisticated investors, or investors with their own financial planners, knowledge of one’s risk tolerance may be sufficient to choose the appropriate Core Portfolio Strategy.

NWCM makes available to the public at no charge a Historical Volatility Calculator which graphically depicts the extent of investment risk within various mixes of stocks, bonds and cash. Click here to access this tool to determine, or confirm, your choice of a Core Portfolio Strategy. If you need assistance in making an assessment of your risk tolerance and choice of strategy, we will discuss with you one-on-one your circumstances. Simply call us.  Or send an email.

FEES

Consistent with our mission as a Certified B Corp® to affect positive, social outcomes from our business operations, NWCM is committed to make available quality investment management to investors with small account balances–and for a fee that is competitive with both the online “robo” investment firms and fund companies such as Schwab, Vanguard and Fidelity.

We leverage our sophisticated trading and reporting technology to provide Core Portfolio management. Your investment portfolio will own the same investments that are the “core” investments within our Signature Portfolios.

We will offer you one-on-one service as a Core Portfolio Client.  By necessity given the low pricing, we must limit the scope of services that we otherwise make available to our Clients with Signature Portfolios. 

Click here to see a comparison between Core Portfolio and Signature Portfolio services.

GETTING STARTED

Click here to complete a form as the first step in setting up a Core Portfolio Strategy account. Upon submission, we can send you documents to open your investment account for your approval and electronic signature.

CONTACT US WITH YOUR QUESTIONS