SOLUTIONS

SOLUTIONS
Planning for your financial future may seem complicated in today's world. From a broad knowledge of everything to complex investment products.
Our approach to investment management relies on core principles developed and tested since the inception of our company. These principles includes:

  • • Asset allocation; which provides the foundation to managing portfolio risk and return potential;
  • • Portfolio expenses must be scrutinized;
  • • No single money management firm can be all things to all people; and
  • • Our most important role is to be an objective advocate. Our goal is to control costs, be tax efficient and manage risk. This provides an effective way of helping towards achieving your financial goals.
  • No Upfront Costs, Minimal withdrawal fee, Zero tax and WPP takes no commission from partner’s profits.

BENEFITS OF A MANAGED ACCOUNT WITH WPP

  • * Diversified hedging strategy utilizing over five analytical reports.
  • * • Client portfolios are credited through our reliable Brokerage Liquidity Provider.
  • * User Platform Accessible 24 Hours a Day to View Account by Computer or Mobile Device.
  • * No Upfront Costs, Minimal withdrawal fee, Zero tax and WPP takes no commission from partner’s profits.
  • The WPP Index is designed to directly help individuals, businesses, foundations and governments prioritize investments where they are needed most. We also provide support to child care foundations, scholarship programs and organize youth empowerment programs in regions where we have a considerable network.

    Investment Management
    The success of any portfolio is directly tied to the investment plan/strategy that was developed for it. A thorough investment plan is vital to the implementation of any investment strategy and this is the blueprint for the management of our partner’s account. In the investment planning process, we as fund managers capture all of your personal information, current investment information as well as the goals and objectives a partner is seeking to achieve. With that information, we can develop a personalized asset allocation, compare and contrast your current exposure and research different trading product solutions to implement a strategy that will yield maximum profit returns.
    Retirement Investment Management
    Retirement is an ever-changing concept that means different things to different people. To some, it is an opportunity to scale back on the amount of time spent at work. Others look for an opportunity to try a second career or to explore volunteer opportunities. Still others view it as an opportunity for leisure and travel. However, with the variety of options, complexities of retirement savings vehicles, and uncertainties of longevity and inflation, the notion of your retirement may seem uncertain.
    There are a myriad of different questions that need answers. We can guide you by:
    • • Determining the appropriate retirement vehicle to invest your retirement savings.
    • • Evaluating the investments to withdraw from during retirement in order to minimize taxes
    Education Funding Investment Management

    If your child is young, establishing a savings plan now can put time on your side. Consider alternatives to the traditional savings account. While it's best to get an early start, it is never too late to plan for the cost of your child's education.