ASSETS UNDER MANAGEMENT
Our Assets Under Management has flexible options to meet your needs & goals.
Your Portfolio will be created according to your likes for: Growth, Return, the Amount of Protection you desire & the Amount of Risk that you are willing to bear. See examples below:
Your Portfolio will be created according to your likes for: Growth, Return, the Amount of Protection you desire & the Amount of Risk that you are willing to bear. See examples below:
AGGRESIVE GROWTH STRATEGY - EXAMPLE 95% EQUITY & 5% FIXED INCOME
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LONG-TERM GROWTH STRATEGY - EXAMPLE 75% EQUITY & 25% FIXED INCOME
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BALANCED GROWTH STRATEGY - EXAMPLE 50% EQUITY & 50% FIXED INCOME
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INCOME & GROWTH STRATEGY - EXAMPLE 25% EQUITY & 75% FIXED INCOME
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Assets under management - disclosures
Download our Investment Advisor Disclosures (ADVs) & Privacy Notice for your review.
- 2020 WSI Firm Brochure ADV Part 2A 06/19/2020
- 2020 John Weyhgandt / WSI Supplemental Brochure ADV Part 2B 06/19/2020
- Privacy Notice
- 2020 WSI Firm Brochure ADV Part 2A 06/19/2020
- 2020 John Weyhgandt / WSI Supplemental Brochure ADV Part 2B 06/19/2020
- Privacy Notice
Call Western States Investments to find out more about how Assets Under Management can work for your Retirement.
Call (951)371-7608 today!
Call (951)371-7608 today!
