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Wespac Advisors, LLC

Wespac Advisors, LLC

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Investment Solutions

Our Philosophy

banner-Thinker.jpgThe Wespac philosophy is to offer clients a flexible and adaptive approach to designing and implementing an investment strategy that meets their needs over time. To enable this philosophy, we have developed a technology platform that allows each client to express their own unique objectives in a portfolio structure that they are comfortable with, rather than being limited to just a few pre-built solutions.

To implement this philosophy with our clients, Wespac has developed tactical portfolio components that can be deployed individually or in combination to meet the unique objectives of clients. Our portfolio components provide alternative strategies for participating in the equity markets, in the fixed income markets, and in other markets such as REITs and commodities.

Our Solution

banner-White-Stacked-Rocks.jpgWespac delivers a suite of portfolio components that represent different strategies, risk levels, and opportunities. These portfolio components are all implemented using a systematic methodology based on relative-strength and tactical asset allocation. Portfolios can be constructed using these components that are comfortable to all types of investors ranging from conservative investors with a primary goal of capital preservation to aggressive investors that have a high tolerance for risk.

 

 

 

 

Our solution includes 5 alternative strategies for accessing equity markets that address different objectives and risk tolerances. These strategies different in terms of scope, how they are implemented, and yield criteria.

 

In addition, our solution includes 4 alternative strategies for accessing fixed income markets that also address different objectives and risk tolerances. These strategies differ in terms of yield, duration, and risk.

Finally, our solution includes 2 advanced strategies for accessing alternative investments for aggressive investors with a high tolerance for risk.   These strategies differ in terms of scope, how they are implemented, and turnover

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Contact Us

Phone: (775) 825-4555
Fax: (775) 825-9655
Toll Free: (888) 695-2869

Email: info@wespacadvisorsllc.net

689 Sierra Rose Drive Suite A2, Reno, Nevada 89511

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