Investment Methodology

Our methodology is time tested and proven to handle all the volatility that the market can create.

Management Style

Our firm was built and surrounds itself with the best minds the industry has to offer. Two different investment styles are offered within our robo-advisor which are: Strategic & Tactical. Choose one management style or blend the two together. There are models to fit your objectives. Our mission is to keep your portfolio one step ahead and always on top.

01

Identify

Our firm has identified a diverse set of asset classes that are ranked weekly based off volume accleration metrics.

02

Approach

Then the selection of the most appropriate instrument is determined that will most accurately track that asset class. This could be an ETF (Exchange Traded Fund), Stock, and/or Mutual Fund.

03

Apply

There are a set of proprietary algorithmic indicators that are applied daily to make sure the trend of the market is monitored. These indicators act as circuit breakers and were built to significantly reduce market losses.

04

Determine

Determine the risk tolerance of each client and select the model that is most appropriate. Client risk is constantly evolving based on life occurrences, so we built a solution to quickly adapt to life changes.

05

Monitor

Monitor the proprietary algorithmic indicators daily for changes to the underlying market trend as well as asset classes at predetermined intervals throughout an investing year.

Evolution of Risk

WealthDrive has developed a new and revolutionary way of identifying and managing risk. The acknowledgment that risk is constantly evolving from a market, asset class and client perspective has to be accepted. All three have to be identified and monitored to be truly successful on a consistent basis. WealthDrive identifies risk in a three-dimensional state that is constantly evolving, which includes:

Market Risk

Where the market trend is located will be determined and monitored by our algorithmic indicators. This process will help significantly reduce market risk.

Asset Class Risk

By monitoring which asset classes are garnering the most institutional buying vs selling pressure will help reduce investment security risk.

Client Risk Tolerance

Identifying the risk tolerance of a client based on timeframe and account objectives, helps reduce expectation risk related to the journey of investing.

Stats

By the Numbers

Asset Classes

Risk Models

Proprietary Indicators

Combined Experience

Software

Technology that was built to increase client engagement. reduce business costs, increases productivity & drives revenue.

Marketing

Find better qualified leads, increase conversion rates, nurture prospects, and effectively engage existing clients with proven workflows.

Robo-Advisor

WealthDrive's robo-advisor is meant to help firms that don't want the expenditure of creating their own while maintaining control.

Consulting

A proven and cost effective catalyst for change in creating a plan and bringing it to life to help you individually or your organization.

Software Pricing

There are pricing schedules for both professionals vs individuals. Start today preparing for the future.

Marketing Pricing

Marketing is the life blood of any business. Put our plethora of marketing experience to the test.

Robo-Advisor Pricing

Make wealth your own. Investing isn't easy. We just make it feel that way.

Consulting Pricing

Let us help you reach your goals and objectives with our proven time-tested processes and workflows.

Firm History

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.

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Lynchburg, Virginia

(800) 790 - 6882

info@wealthdrive.com