The WESPAC Difference
WESPAC believes investors face greater challenges today than perhaps in any other time in U.S. history. The complications associated with the dot-com bust in 2000, the financial crisis in 2008 and the methods used to stimulate the economy out of these messes have led to severe disruptions in your plans to save for retirement and ultimately enjoy the lifestyle you envisioned during retirement. Many traditional investment disciplines have simply underperformed expectations and those shortcomings could continue for several more years.
Recognizing that most investors still need growth, but cannot afford to take big losses, WESPAC Advisors decided to offer portfolios that strategically go for growth, but with a more active risk-management discipline to guard against big losses.
Tactical Allocation ETF Portfolios
WESPAC's Tactical Allocation strategies attempt to give you better risk-adjusted returns than traditional buy and hold methods. These portfolios use ETFs, instead of individual stocks or mutual funds, to invest in the market’s leading trends from a large selection of countries, asset classes and sectors. What separates us from most tactical allocation managers is we raise cash holdings when market risk is too high. Read more
Tactical Income Strategies
WESPAC's tactical income strategies are designed to produce steady income with low volatility. They are a potential solution for retired investors who cannot afford to drain principal money out of their accounts to pay living expenses during long-term bear markets. Read more
Corporate Retirement Plans
WESPAC can consult and act as the investment advisor for any type of qualified retirement plan. The firm has strategic relationships with multiple third party administrators and record keepers, and we are experts in fiduciary responsibility. Read more