Risk can be defined and measured in many ways but should be summarized as the potential failure to achieve ones goals or objectives. The investment world often focuses on benchmark comparatives or levels of volatility. In contrast WealthFactor focuses on efficiency, and avoiding unnecessary risk-taking seeking to minimize the probability for value impairment.
Avoid Picking and Timing
Avoid Layers and Complexity
Index Based Investing
WealthFactor Fee: 0.35%
Cross Account Tax Optimization
Position Level Tax Management
Rather than creating a complex process with lots of people based on unlikely forecasting efforts, we draw on the methodologies from the largest rules-based and passive investment managers whose strategies are rooted in academic research and economic theory.
To achieve efficiency WealthFactor avoids middle-men, has low fees and eliminates conflicts of interest including those inherent in charging high fees.