Review & React: A Morgan Stanley Investment Proposal

Updated: Mar 30




Review & React: A Morgan Stanley Investment Proposal


Hi, I'm Bill Woodruff, Founder & Chief Investment Officer at WealthFactor. Today I came across a Investment Proposal put together by a Morgan Stanley advisor, and it reminded me why I started WealthFactor. I thought I'd go through and share with you some of some of the things that I take away from this piece.



About WealthFactor: A Lake Oswego based investment adviser and wealth manager serving local high net worth and ultra-high net worth investors. Founded on the idea that high fees force unnecessary risks when providing investment advice. By leveraging the investment methodologies of the largest passive and rules-based asset managers, WealthFactor seeks to pass on the benefits that efficiency provides through financial technology on to its clients. WealthFactor offers custom investment advice services conveniently through separately managed accounts in each investor’s name. For more information visit www.wealth-factor.com.

About Bill Woodruff: WealthFactor’s founder has been investing in publicly traded financial markets for over 20 years. His career includes founding an alternative investment manager, launching and managing a mutual fund and serving as a managing director of a publicly traded investment manager. With over a decade of experience serving high net worth investors Bill skillsets uniquely blend an understanding of investor needs with an extensive financial markets and investing background.

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