The program is an investment advisory program with continuous and regular supervision of investments by WS Wealth Managers Inc. using the advanced brokerage custodian platform provided by FOLIOfn Investments.

Combinations of stocks, exchange traded funds (ETF's), Closed End Funds (CEF's), as well as limited fixed income securities and mutual funds are combined into "model" FOLIO's designed to accomplish specific investment objectives. Subcriptions to certain combinations of FOLIO's and periodic modifications are designed to provide for superior risk management and an efficient and optimized form of Dynamic Asset Allocation custom tailored to each investor.

A "typical" portfolio in the program, analyzed using Morningstar Office software indicates a high degree of diversification with 1500 equity and 500 fixed income holdings. This level of diversification is possible, even in smaller accounts, in part because of the ability of the FOLIOfn platform to trade fractional shares.



Thursday, September 12, 2019

Retirement Transition Option



Changing to a "retail" FOLIOfn account is one of the options.


Click on this link

























Choose the "Plan". The Basic Plan is probably good for most client's "long term" investments.

Once the "retail" account is open, the assets in the "institutional" account supervised by WS Wealth Managers Inc. can be transferred "in kind" to the new "retail" account.

Before the transfer, WS Wealth Managers Inc. will sell the WS Managed FOLIO holdings and buy the agreed upon mutual funds, ETF's and large cap stocks the client desires to hold for the long term, as well as a "cash" balance that can be used for purchases to be chosen at a later date by the client.