RiskSmart Investing

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. 

Lake Oswego, Oregon 97034

2020 BY WEALTHFACTOR - All Rights Reserved 

*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.