A Modern Approach to Investments
WV Investments provides individuals, families, businesses, and institutions independent financial planning and investment management services. We leverage our expertise in quantitative analysis, market research, and risk management to help our clients achieve their unique financial goals.
Our advisors operate with the future of the industry in mind. WV Investment’s exclusive portfolio management services effectively and efficiently help our clients build wealth without the excessive fees, generic products, and empty buzzwords of the past.
Our multi-strategy models focus on long-term viability. We combine conservative practical risk management and low cost trading operations. WV Investments core strategies include proprietary quantitative equity indexing algorithms and modern portfolio theory asset allocation.
As a fiduciary firm and independent advisor, we operate without any conflicts of interest with major financial institutions and the products they sell. WV Investments incentive structure is transparent and designed to help our clients reach their investment goals.
To learn about our services please contact us at 1-800-217-1293.