Each month we’ll lift the lid on what WDS does behind the scenes to invest well. It is attention to such details, over the course of time that allows you to accumulate wealth and attain financial security.
Arbitrary measures of performance, financial intermediaries, and closet indexers have long been criticized within the investment industry. This article (link) discusses how portfolio management has largely shifted from being a profession to being a product, and offers some methods through which the industry can return to true active investing. At WDS, we perform independent, buy-side analysis that allows us to choose quality investments while maintaining a fiduciary duty to our clients.