Our motto is "We do well when you do well". The objectives of our firm and of our clients are absolutely congruent -- to grow the client's wealth consistently over time in a manner that will result reaching client's life goals.
Wealth Conservancy International, Inc., a Virginia corporation founded in 1988, offers services to middle class and affluent clients who seek investment management and financial planning assistance to achieve their life goals. A fee-only investment advisory firm, we adhere to the highest standards of ethics including those of the Financial Planning Association and of the Institute of Chartered Financial Analysts as well as our own rigorous standards. We pride ourselves on our high rate of client retention. No complaint to any regulatory entity has ever been lodged against our firm.
A discretionary investment manager, we are flexible. We are happy to serve the needs of investors who have special requirements, for example those who wish to invest in a socially or environmentally sustainable manner, or those who seek compliance with religious principles such as Sharia law. We work closely and collaboratively with clients and adapt to the client's desire for involvement in the investment education and decision-making process.
Wealth Conservancy International provides professional guidance to craft a portfolio that is appropriate for the investor's return requirements and tolerance for risk. Each investor is unique and no two portfolios are likely to reflect the same allocation of assets and investment securities.
Client assets are secure against fraud or misuse. Client's assets are safeguarded with a well-known independent custodian - TD Ameritrade. We are compensated only for our expertise in managing your assets. We earn no commissions for sales or fees for referrals that might place us in a position of conflict of interest with our clients. Moreover, the client's assets are insured comprehensively against institutional failure. The custodian reports on a monthly basis on the performance of the investments in each client account. Wealth Conservancy International provides regular reports to clients that cover portfolio performance, costs and other factors that affect successful long-term investing.
Because it is important to fully understand the client's needs and objectives and to promote a free flow of discussion, basic financial planning services and consultations are provided free of charge to our clients. Although we do not provide tax preparation, insurance or legal services, we maintain relationships with highly respected professionals in these disciplines for the referral of our clients who may require these services.
Please visit our web site or contact us directly with any questions you may have regarding our services, and to establish a long-term investment advisory relationship.