Investment Guidance
A sound investment plan needs to be built on sound research, historical evidence, a scientific method, and robust data.
Our Services
We value ideas, talent & voices of people!
Speak to one of our advisers over the phone or just submit all details and we’ll be in touch shortly!
Overview
Wealth Teams Alliance uses an intellectual framework to protect against emotional reactions to market chaos. Our low-cost investment approach is based on the research of five Nobel Prize winners, who have documented evidence showing how sub-markets, when managed properly, will improve return.
The framework must be sensible, strong over all time periods, pervasive across all markets, cost effective, and worth doing.
Our Approach
Like a good chef, we use only the best ingredients to build portfolios that can match or beat the benchmarks. By using The Efficient Frontier to optimise your portfolio, and quarterly re-balancing to keep it there, we will strive to provide the best recipe for outstanding performance. While no one can know what markets will do in the future, the S&P 500, generally considered a proxy for the stock market, has had positive returns 75% of the time, with a compounded return greater than 10% dating back to 1926.
The reverse is also true — evidence-based investing has proven no one can pick stocks and ever beat the market. There are no guarantees the intellectual framework WTA has adopted will provide returns comparable to the benchmark, and there is certainly more than one framework in existence. But based on the CRSP data, we are satisfied the DFA model is worthy of consideration.
Long-term results need to be based on sound principles. The solution that Wealth Teams Alliance provides is designed to optimise returns and minimise risk.
Schedule a free consultation!
Secure your financial future with Wealth Teams Alliance expert Financial Planning services. Contact us now to schedule a consultation.
Empowering Your Financial Future
As your Wealth Teams Coach, our process is not just finding out about your risk tolerance.
Our primary focus is to track performance as we constantly look for improving ways to deliver a comprehensive client experience.
