Individuals & Families

We will assist you in identifying investment objectives, customizing individual strategies, monitoring strategies and reviewing portfolio performance. We are committed to providing superior professional advice and support, and have extensive experience in the areas of investments and financial products, portfolio analysis and investment planning.

Investment Planning

  • Monte Carlo simulations
  • Create customized asset management services
  • Open architecture access to third party money managers
  • Specialized capabilities
  • Investment tax planning strategies 
  • EnvisionSM planning, combine goals-based guidance with sophisticated statistical modeling
  • Alternative investments (for qualified investors)
  • Strategic and tactical asset allocation
  • Equity risk management
  • Cash management

Envision® methodology: Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation, the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Others will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC. © 2003-2018 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.

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