Wealth Watch Advisory Investment Portfolios
Our investment portfolios aim to outperform standard market returns by being based on a sound investment philosophy. This forms the cornerstone of our investment strategy and is supported by thorough research. When you invest in a Wealth Watch Portfolios your money is invested in a number of different managed funds that have been individually selected based on strict criteria by our investment professionals. We offer a range of five investment portfolios with different risk profiles. Your adviser will help you choose which investment portfolio is best for you depending on your investment needs and preferences.
The Investment Portfolios
There are five Wealth Watch Advisory Investment Portfolios available, designed to align with your financial goals with the guidance of your advisor. Their target annual return objectives are shown below.
Capital Plus
Cash + 2.5%
A conservative portfolio designed to outperform traditional savings and certificates of deposit. It aims to provide stable returns that exceed inflation while maintaining a strong focus on capital preservation.
Strategic Income
Cash + 3.25%
The Strategic Income portfolio is a moderate investment option designed to outperform traditional fixed-income solutions, offering consistent returns with a focus on monthly income distributions.
Market Plus
Cash + 3.75%
The Market Plus portfolio is a balanced long-term investment strategy that combines growth and income assets. It aims to provide steady capital appreciation with some market fluctuation to enhance potential returns.
Optimum Growth
Cash + 5%
A long-term growth-focused portfolio with a strong allocation to equities and other growth-oriented assets. Designed to maximize capital appreciation, it accepts higher market volatility for the potential of greater returns.
Aggressive Growth
Cash + 6%
The Aggressive Growth portfolio is heavily invested in equities and alternative assets, aiming for substantial long-term returns. Investors should expect significant fluctuations in portfolio value in exchange for greater upside potential.
Download a copy of the Wealth Watch Advisory Retirment Planning Checklist.
