Investment advisors use various strategies – asset allocation (e.g. 60/40 stocks/bonds), sector rotation, stock selection or some combination thereof. However, most such strategies insist on staying “fully invested” which means that ALL your investment is ALWAYS at risk! World Wise Investments varies the amount of funds deployed towards various investments. During unfavorable market environments, 85% of your portfolio could be in cash. The result: your losses are well defined and contained when the market corrects. Please review our investment strategy for details.
Yes, we do offer free consultation. Feel free to Contact us.
World Wise Investments is a subsidiary of Information Retrieval Systems, Inc., a Colorado based corporation in good standing since 1989.
No. Your money always stays in your account and in your name. You simply have to grant us “limited trading authorization” in your brokerage account. This allows us to ONLY buy or sell securities in your account but forbids disbursement requests (funds transfers, check writing, etc.).
No. However, if your brokerage account is not in the United States, it must allow for trading of US and European securities . If you wish to open a brokerage account in the US, we will be happy to assist. You do not need to be a US citizen/Green card holder/resident to open an account with a US brokerage. Citizens of most other countries are eligible to open a US brokerage account, provided your country of residence allows it.
World Wise Investments (WWI) manages clients’ investment portfolios on a discretionary basis. Discretionary means that all investment decisions are made and implemented by WWI within the context of a client approved investment plan. Although we will not consult you prior to placing a trade, once a trade is executed in your account, you will receive an email confirmation detailing the trade. Should you have questions or concerns about a particular investment we have chosen for your account, we will be happy to address them.
Once you choose to engage our services, getting started is a quick two step process:
(1) Sign the Investment Advisory Agreement we email to you. Scan and email it back to us.
(2) If you already have an existing brokerage account, you can simply set up World Wise Investments with trading authorization in your account. Trading authorization allows us to ONLY place trades in your account. There is no access to funds transfer, check writing, wire transfers or any other features. If you do not have a brokerage account, we will be happy to suggest a reliable broker and help you open an account.
We are happy to provide basic financial and planning advice at no cost to our clients. We will gladly partner with your other advisory relationships such as estate planning attorneys, accountants and private bankers. Comprehensive financial planning is available for a modest fee.
We take pride in being fee-only financial advisors. This means our only source of compensation is the fee you pay us. We do not accept commissions, referral fees or any other compensation from outside sources. As a result, you can be confident that the advice we provide and the products we select for you are with your best interest in mind.