Wealth Management Services
Our Edifying Approach
Wealthour seeks to provide a wholistic white glove approach to investment management with a comprehensive range of products and strategies. We strive to provide deep product knowledge and tailored solutions to our potential clients via wealth management advising, passively and actively managed funds, fixed credit products, precious metals, annuities, foreign and emerging market funds, venture capital, other private equity products and other alternatives. Work wiser with Wealthour to design and construct a more desirable financial future.
Wealthour employs an approach that analyzes and evaluates a wide range of data and products to arrive at more balanced and optimized portfolios geared towards maximizing alpha returns and optimizing beta while reducing downside risks. We believe that AI is capable of improving trend and pattern recognition ways that may be leveraged to substantially improve investment performance. Wealthour also seeks to promote the democratization of private market alternatives which may help to round risk exposure and increase the potential for attaining higher alpha returns.
Wealthour Funds
Wealthour seeks to provide funds that perform as well or better than other comparable funds in the marketplace. The strategy and methodology of Wealthour’s funds revolve around actively and passively managed funds consisting of a confluence of multiple key elements such as momentum and dual momentum, long-short positions, high quality growth equities, prudent use of leverage as well as smart beta weighting to reduce drawdowns while preserving compounded gains and upside potential. Ultimately, the objective is to maximize alpha (gains/returns above the benchmark) and improve risk premia (the risk ratio required to attain gains above the risk free rate) while simultaneously protecting value. Wealthour is dedicated to continual up to date research and analysis combined with leveraging state of the art technologies to better achieve the absolute best possible performance from our funds and for investors.
Wealthour’s comprehensive strategies for building portfolio funds includes a myriad of weighted factor analysis evaluation elements and techniques such as analysis of quarterly and annual filings, factor analysis including P/E ratio, EBITDA/EV ratio, Sortino ratio, Calmer ratio, Mar ratio, Information ratios, Sharp ratio, Jensen alpha, Treynor ratio, shareholder yield, buyback yield, Enterprise value to Free cashflow, depreciation/capex, external financing, EPS growth, relative and absolute momentum, smart beta, impact modeling, sector analysis, geographic diversity, intermarket analysis, current events and market catalysts, economic data (eg. GDP, PPI, PMI, CPI, PCE) gross margins, operating profit margins, DCF value, ROCE, ROE, WACC, D/E ratio, FCF, PEG ratio, Enterprise Value to EBITDA ratio, (EV/EBITDA), TEV, ESG, commodities prospectus, emerging markets prospectus, emerging technologies prospectus, currencies analysis, private equity, interest rate fluctuations, portfolio turnover ratio, seasonality, the effects of government and central bank policies, actions and more.
In addition to our actively managed funds we also seek to provide passively managed options based on similar factor analysis techniques and principles. Wealthour plans to provide transparency on the the criteria and methodology comprising each fund’s strategy and holdings.
Wealthour Funds may include:
- Wealthour Smart Alpha Fund
- Wealthour Sustainable Growth Fund
- Wealthour Stable Fund
- Wealthour FX Enhancement Fund
- Wealthour Global Sustainability Fund
- Wealthour ESG Fund
- Wealthour Emerging Markets Fund
- Wealthour Emerging Technologies Fund