At WindRiver Advisors we believe that an active approach to portfolio management adds significant value to client portfolios. For our Strategies Approach we search for seasoned professionals who have expertise and the capability of creating portfolios for us within a "circle of competence." These portfolios are called "strategies" and are invested in a custom mix of securities that provide exceptional performance potential at typically lower levels of overall volatility (usually when combined with other strategies).
In a unique agreement with FolioFn we can purchase these personalized strategies (FolioFn refers to them as "Folios"), or baskets of securities in a single transaction. Owning a Strategy is much like having your own mutual fund. Strategies provide personalization, greater tax efficiency, commission-free trading, transparency and automatic stock exclusions. Any changes to a Strategy are executed across all accounts that hold that Strategy so you get the same high level of service whether you have a $50,000 account or a $20 million account.
Our Strategies fall into three categories:
These Strategies can be purchased in a customized mix of your choosing or through one of our designed Asset Allocation Portfolios. Each Asset Allocation Porfolio normally invests in 6-10 Strategies across a total of 40-100 individual securities:
Performance of Strategies and Asset Allocation Portfolios
Open an account today by:
- Returning this completed Application
- Completing, signing and returning pages 1-2 of the FolioFn Customer Agreement
- Reviewing the WindRiver Advisors Agreement and the Form ADV Part II
Transfer an account or include an initial deposit with the application (check payable to FolioFn Investments, Inc.) or send deposit directly to FolioFn once the account is open and we have notified you of the account number.
Other investment philosophies are:
For more information email
| home | contact us |
© WindRiver Advisors, LLC 2005 All Rights Reserved,
Disclosure
|
|---|
