Most look at rate of return exclusively
Your private reserve account must have a competitive rate of return compared to other safe tank accounts to be acceptable. Here we are looking for steady and uninterrupted growth on our money, but we do not consider the private reserve account to be an investment.
Higher Risk Investments
Access to capital, for either investment opportunities or major capital purchases as they arise, as well as avoidance of opportunity cost loss by utilizing your unique process, may very well mean that your private reserve account has more value to you than just its numerical rate of return. However, this being taken into consideration, there are opportunities in higher risk tanks that should not be avoided.
We do not currently place clients into securities investments at WBC. However, we do work closely with a trusted resource and refer all investment-based business to them.