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Investment Management Services

You’ve fulfilled your first basic financial objective: you have an appropriate cash reserve at the bank for unexpected emergencies and opportunities. Now you’d like to save for your bigger goals. The first step is to identify your long- and mid-term goals such as buying a car, purchasing a home, travel, and education for your child. But even once you know what your aims are, it can be difficult to figure out how much you ultimately need to save and how to go about doing it.

We can help with that. We first assist you in determining your goals, then develop an investment strategy designed to meet them with the savings you can comfortably put away. During this process we find answers to a number of questions, including:

  • How much will each goal cost?
  • How much time do you have to save for each goal: One year? Five years? Twenty years, or more?
  • How much can you save from your wages, bonuses, tax returns, or other sources?
  • How comfortable are you with fluctuations in your portfolio value due to investment market volatility? 

Using asset allocation, WRS will work with you to develop an investment strategy based on your specific needs. And, if you want on-going investment management, we will actively help you modify the portfolio and strategy as the economy, the market, and your lifestyle changes. We will utilize the full range of investment options available to give you a portfolio you are comfortable with.