Wealth Management

WESPAC's Performance.

WESPAC's Portfolio Performance Reports compare our performance to the benchmark for each portfolio.  They graphically demonstrate how we protected money in down markets and made money in up markets, which resulted in superior returns for our clients.

The Portfolio Performance Reports contain fact sheets on our portfolios for Growth, Income and Balanced objectives.  Click on the image to request the reports and determine which portfolio is right for you.

WESPAC offers a portfolio for every investor.

Whether your objective is growth, income or a balance of both, all of our portfolios are guided by both fundamental and technical analysis using a "top down" approach.  Which means we look at the overall market first and make investment decisions based on whether we should be on offense or defense.  To keep portfolio costs low, we invest in stocks, bonds and Exchange Traded Funds (ETFs). We actively manage each portfolio to ensure we are investing in the strongest performing securities in the market.  That may include investing a large portion of the portfolios in cash during severe market declines.