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
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.