Private Account Wealth Management Services Past Performance
The growth chart and table shown below give an indication of the risks involved in using this management service by showing changes in the various Model’s performance, including the 3-year, 5-year and since inception average annual rates of return on investment, compared with a broad measure of market performance, the S&P 500 Index.
The growth chart shows this management services cumulative net gains, before taxes, for both the Model 1 (most conservative) and Model 5 (most aggressive), since the first year of this service. The growth varies, since there are five different trading models used, with Model 1 represented as the most conservative and Model 5 serving as the most aggressive. The appropriate model for a new Ultra High Net Worth Investor is determined, when our Client Profile Form as well as the Current Fund and Asset Allocation Form are completed and analyzed.
Detailed information is available about our Private Account Wealth Management Services, designed for conservative investors, by simply selecting the specific document of interest listed in the left-hand blue column or from the list provided below:
* Investment Philosophy and Strategy
* Frequently Asked Questions (FAQs)
* Setup Procedures for Wealth Management Services
The table below illustrates the performance for both the Wavetech Enterprises, LLC’s Private Account Wealth Management Services Model 1 and Model 5 (before taxes) for the 3-year, 5-year and since inception, average annual rates of return on investment, compared to those of the S&P 500 Index, an unmanaged index of common stock prices. The Model 1 and Model 5 returns reflect net returns, after management fees and, when applicable, performance bonuses. The S&P 500 Index returns have not been adjusted for ongoing management, distribution and operating expenses or for sales charges applicable to mutual fund investments.
* Performance numbers are net of fees and expenses, before taxes. The Model 1 through 5 past performance, before taxes, is not necessarily an indication of how various models will perform in the future. Please click here, to fill-out and receive an emailed copy of our the Client Profile form, Current fund and Asset Allocation Form, and the Investment Advisory Agreement for our Wealth Management Services, before you invest. Again, past performance does not guarantee future results.
** The S&P 500 is a widely recognized, unmanaged index of common stock prices. The figures for the S&P 500 reflect all dividends reinvested, but do not reflect any deductions for fees, expenses, or taxes.