Our unique characteristics combine to form a tremendous advantage for each client we are privileged to serve.
DIFFERENT BY DESIGN
Without a keen sensor, you might reach the conclusion that all wealth management firms are sort of similar. That would be a mistake. We’ve invested a vast amount of thought and energy into structuring our firm to be unique – and better. Our client-focused business model, which is designed to eliminate conflicts of interest and maximize transparency, is shared by roughly only 10% of all financial advisors.
BUSINESS STRUCTURE
Dedicated Client Care, Built In
Independent
Unlike Wall Street brokerage firms, banks, or insurance companies; Weyhill has no conflicts of interest. Our independent, privately-owned structure frees us from competing corporate agendas, outside investors and shareholders. Moreover, we offer no proprietary products or services. As a result, we are free to be completely impartial in our counsel regarding your financial assets.
Fiduciary
A fiduciary is someone who manages the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. As a Registered Investment Advisor and fiduciary, we are required by law to act in the best interest and sole benefit of our clients, with utmost loyalty to those interests.
Fee-Only
Weyhill is strictly a fee-only firm, meaning we are paid solely by our clients for the advice we provide. In fact, fee-only compensation differentiates us from over 90% of financial advisors. No commissions or compensation of any kind are garnered though our investment decisions, thus our sole objective is completely aligned with yours – to maximize your wealth with the least amount of risk.
INVESTMENT STRATEGY
Based on Academic Research, Not Wall Street Predications
Evidence-based
Too often, fear and greed – rather than evidence – drive investor decisions. Our investment philosophy is grounded in academic knowledge rather than on speculation and trying to predict the future. Seminal studies over the last 60 years clearly demonstrates which investment approaches are most likely to succeed, as well as those that involve unnecessary risk and cost that are more likely to fail.
Cost & Tax-Efficient
Since costs and taxes directly reduce investment returns, we focus on low-cost, highly structured investments and indexed strategies. Our low-cost approach, which also eliminates sales charges and commissions, has provided enhanced value for clients over time. In addition, we apply active tax management directly into our investment strategies to help our clients keep more of what they earn on their investments.
Alternative Approach
Our investment strategy provides exposure to a wide range of independent risk factors across both traditional and alternative asset classes. This differentiated approach produces greater diversification given that many of these risk factors have historically exhibited low cross-correlations, enabling the opportunity for enhanced returns and lower overall volatility risk.
Safeguarding Assets
We adhere to industry best practices regarding the safety of your assets and security of your personal information. We hold no client assets. The assets we manage for you are held securely in your name by TD Ameritrade Institutional, one of the world’s largest independent third-party custodians. TD Ameritrade executes our recommended investment transactions and provides you with regular updates on the value of your assets, send statements confirming all transactions, and handles all record keeping services.