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Step 1
About You

Tell us about yourself



Step 2
Your Portfolio

Click on a portfolio to learn more.

Large Cap Portfolio

This portfolio uses active portfolio management investing in large cap domestic companies with market capitalization greater than $5 billion. The portfolio invests in securities with low expectations factored into the stock price, securities with price under-performance, solid fundamentals as well as attractive valuations relative to projected growth rates. The portfolio over or underweights market sectors to beat the S&P 500 index.

Small Cap Portfolio

This portfolio uses active portfolio management investing in small cap domestic companies with market capitalization less than $5 billion. The portfolio invests in securities with low expectations factored into the stock price, securities with price under-performance, solid fundamentals as well as attractive valuations relative to projected growth rates. The portfolio over or underweights market sectors to beat the Russell 2000 index.

Fixed Income Portfolio

This portfolio uses active management investing in fixed income ETF’s in order to provide diversification throughout the bond market utilizing, short term, intermediate, long term treasuries, TIPS, corporate bonds and high yield bonds. The portfolio over or underweights positions based on the interest rate environment.

Socially Responsible Portfolio

This portfolio uses a global socially responsible, passive approach with exposures to stocks and bonds from the U.S. and other developed and developing countries around the world. The investments concentrate on companies that score highly on ESG (environment, social, governance) rating scale. This market opportunity is in its early stages. We are anticipating strong growth in the breadth and depth of socially responsible investment options over the next several years. We will continuously monitor the marketplace for new opportunities.

Active Portfolio

This portfolio uses a Global Market approach with exposures to stocks and bonds from the U.S. and other developed and developing countries around the world. The core of this portfolio is indexed. In addition a portion of the assets are invested in actively managed portfolios. Historically, certain asset classes have proven to be less efficient due primarily to decreased liquidity. These inefficiencies create opportunities for active managers to improve on the return of indexes. Actively managed investments are selected after extensive research identifies them as having superior return potential compared to the general market.

Passive Portfolio

This portfolio uses a Global Market Index Approach with exposures to stocks and bonds from both the U.S. and other developed and developing countries around the world.

Your Choice of
Portfolio

Step 3
Risk Tolerance

Determine Your Risk Tolerance.

Every investor is unique. You need to identify the amount of risk you are comfortable taking based on several factors such as age, projected time in the market and life events that we are all faced with just to name a few. We offer choice in portfolios as well as freedom to determine your risk tolerance between Aggressive, Moderate and Conservative approaches to investing. Your personal risk tolerance drives our asset allocation decisions. All CWC Advisors offerings are constructed based on your risk tolerance, ranging from aggressive, moderate to conservative.

Aggressive
Stocks vs. Bonds

80 | 20

35% Stocks
20% Bonds

Moderate
Stocks vs. Bonds

60 | 40

35% Stocks
20% Bonds

Conservative
Stocks vs. Bonds

30 | 70

35% Stocks
20% Bonds

Select Your Risk Tolerance

Step 4
Your Account

Create your account with CWC Advisors


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