Thank you for choosing WBC Risk Management! Our team is looking forward to listening to you, understanding your feelings concerning finances, and getting to know you.
We value our relationship with you and will work to provide a solution that increases your security, prosperity, and Store of Intrinsic Value.
WBC Risk Management will engage with you in a three step process.
In Step 1 of the 3-step WBC process, we simply sit down with you and get to know you. This will be a meeting with a duration of approximately one hour when we will inquire about your attitudes and risk tolerances and possibly what you are specifically looking to accomplish.
After getting to know you, in Step 2 we look for ways to be more efficient in terms of risks that are being taken right now or not taken right now and whether they should or shouldn’t be taken. We will look for places where you’re currently being inefficient and select appropriate tools and techniques to correct the inefficiencies. This meeting will take approximately two hours of your time.
A risk analysis and Investment Policy Statement (IPS) is constructed. Two important things are underlined.
- a list of current positive and negative risks in your model (Qualitative Risk) with consideration of your specific risk tolerance (Quantitative Risk), in other words, where you are currently being inefficient.
- recommended actions to take with your risk management plan.
Implementation and Monitoring
For Step 3 in the WBC process, we will implement the plan which we have together deemed to be suitable for you and continually monitor your situation. This step will not take any extra time on your part. The achievement of your goals is important to us. We will meet annually, and you will receive quarterly statements to verify you are on course.