RiskSmart Investing with WealthFactor
At WealthFactor, our focus is to maximize the probability of successful investment outcomes for our clients by offering low fee, RiskSmart solutions.
There have been incredible technological advances within the financial services industry, including access to financial data, computing power, as well as massive increases in efficiency from automation. Despite all of this advancement, most investors continue to take unnecessary risks and pay high fees with their investments.
In my career, I've worked across a wide range of investment capacities from an analyst to Chief Investment Officer at a mutual fund I founded to managing director at a publicly-traded asset manager.
My positions enabled me to meet with more than a thousand investment advisors and asset managers. Still, despite the significant number of professionals I met, I never felt good about the value of services the industry offered or level of fees charged.
The vast majority of "advisors," "financial planners," and "wealth managers" investors use, are failing to leverage financial innovation for the benefit of their clients. Instead, complexity and layers of management, lead to increased fees and unnecessary risk-taking.
That's why, in 2017, I created WealthFactor to offer investors a better option, one designed to increase their odds of successful investment outcomes.
Follow my INSIDER column and give me a call to learn more about how we achieve low fees, RiskSmart investing through simplicity, efficiency, and repeatable process.
Bill Woodruff grew up in Oregon, graduated with a degree in Finance from the University of Portland, and moved to Lake Oswego in 2012 where he lives with his wife and their three boys.
470 2nd Street, Suite C
Lake Oswego, OR 97034