wcii.biz We do well when you do well....
Welcome
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Services We Provide

Wealth Conservancy International, Inc. provides its clients with the following service(s):

  • Investment Planning Consultations including, but not limited to, assistance to Client(s) in identifying personal financial planning goals and objectives and recommending investment approaches and alternatives to achieve those objectives.
  • Design and/or reallocation of Client investment portfolio assets in accordance with Client's tolerance for risk and financial planning goals and objectives
  • Management of Client investment portfolio(s) including the allocation of portfolio assets among asset classes, the selection of investment assets and the periodic re-balancing of portfolio assets. The Advisor will provide Client(s) with quarterly and annual reports on the performance of the portfolio, which will present, in addition to other information and analyses, advice on the reallocation of assets and on the purchases or sale of portfolio assets.
  • Financial Planning Consultation services are also provided free of charge upon Client's request.
For certain accounts and at appropriate periods in the market cycle, Wealth Conservancy International may hedge client assets utilizing securities that are designed to perform in opposition to the movement of the market trend. This is generally done only to preserve the value of assets in the portfolio and not for speculative gain.

Financial planning consultation services are also provided, upon client request. Generally, basic financial planning assistance is provided free of charge to clients as a part of our investment management service.

Individual securities are evaluated and selected on the basis of their ability to produce superior total returns with reasonable risk over minimum of 3 to 5 year investment time horizon.
Wealth Conservancy International, Inc., 7411 River Road, Fredericksburg, VA 22407
Tel: 540-548-3009 | Toll-free 1-800-515-1588
E-mail: wciicpb@comcast.net