Building Income Generating Portfolios

High fees put the mass-adviser in a difficult position when building income-focused portfolios.  WealthFactor's innovative fee structure reduces the need to stretch for yield and endure unnecessary risks.

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Important Considerations: The above strategy outline is for discussion purposes only and is not intended to be an exact representation of an actual strategy offered by WealthFactor.   WealthFactor reserves all rights to modify its investment strategies in any way or at any time without restriction. This is not intended to be an offer to buy any investment services or investment product. For a detailed information on risks please review our ADV Disclosure documents.

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*Important Disclosures and Disclaimers: No assurances can be made that WealthFactor will be able to achieve its investment objectives or avoid losses. WealthFactor is a Registered Investment Advisor. The information on this website is not intended as tax or legal advice. The information on this website is intended for residents of Oregon. This information is not intended to be personalized and as such should not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular investment strategy. WealthFactor is licensed with the State of Oregon and will seek proper licensing or exemption from licensing before conducting business in any state.  ADV Disclosure documents available upon request.  Click here for additional disclosures.  Click here for definitions.