Equity Investing

We seek to buy growing, profitable, and well-capitalized businesses at reasonable prices. The habit of relating quality to value is central to the WCA equity investing process.

Read More

Asset Allocation

A comprehensive suite of asset allocation portfolios focused on matching investment objectives with risk tolerance.  Both passive and active strategies are offered.

Read More

Fixed Income

This portfolio seeks to generate a stream of income from a portfolio of 30 investment-grade corporate bonds. The portfolio is constructed as a “ladder” with maturities spanning 10 years.

Read More