Wealthcare Financial Group, Inc
Contact Information |
| Web Site: www.wcfingroup.com |
| Location: Bowie, Maryland |
| Contact: Martin A. Smith |
| Phone: 240-245-3434 |
| Email: msmith@wcfingroup.com |
Professional Profile |
 Wealthcare Financial Group, Inc is a Fee-Only Registered Investment Advisory firm. We provide investment management and comprehensive wealth services to Physicians, healthcare executives, including hospital endowment funds and foundations. The following firms provide institutional brokerage, custodian and clearing services for our clients: Schwab Institutional, a division of Charles Schwab & Co., Inc., Fidelity Investments, Genworth Wealth Management, Trust Company of America (TCA). At Wealthcare Financial Group, Inc. we offer four practice groups to serve our clients: 1) Investment Management: Portfolio Management 2) Retirement Plan Services: 403(B), 401(K), NQDC, Defined Benefit 3) Institutional & Fiduciary Consulting: Performance measurement & attribution, investment policy statements, asset allocation, conducting manager searches, risk management 4) Wealth Management: Financial, retirement and estate planning for firm principals and employees  Medical practices, including an investment committee that serves a foundation or hospital endowment fund will benefit from receiving our complimentary written portfolio review and analysis. It provides an objective assessment about the management and performance of investment assets. Furthermore, we will address to what degree the investment portfolio and investment policy statement conform to the fiduciary standard, as defined by the Centre for Fiduciary Excellence (CEFEX).By allowing Wealthcare Financial Group, Inc to prepare a comparative portfolio analysis, our clients have discovered that their new portfolio: 1) Conforms to the Fiduciary Standard: As an Accredited Investment Fiduciary Analyst (AIFA®), we conduct a thorough fiduciary assessment. Our clients will understand how fiduciary practices were developed, what “conformity” to the highest standard of global fiduciary excellence is, including how the fiduciary standard represent a melding of industry best practices with legislation, case law, and regulatory opinion letters. 2) Less expensive: Defined by a reduction in both the expense ratio of the underlying investments, including their investment advisory fees. 3) Less risky/volatile: We apply Modern Portfolio Theory to custom build low Beta model portfolios. 4) Carefully optimized for better investment performance: Alpha is achieved by incorporating asset classes that is not correlated to the S&P 500 Index. Hence, we prudently diversify our clients’ portfolios, to benefit from the various “sessions” of the economic cycle. |
Quick Job Search
MD Preferred
Business Partners
Siskind Susser
www.visalaw.com
North America's largest immigration law firm
Med Monthly
www.medmonthly.com
Med Monthly is a national on-line and printed magazine for physicians.
Valerie Wilson Travel
www.vwti.com
Exceeding expectations in personal and business travel services.
Physician Preferred Wellness
www.physicianspreferredwellnessgroup.com
Helping doctors capture new sources of income.
RELO Direct, inc.
www.relodirect.com
Success begins with the partner you choose.
Stark Service Solutions
www.starkservicesolutions.com
Helping hospitals achieve high patient satisfaction.
Brooks Brothers
www.brooksbrothers.com
Official clothier of MD Preferred
Yo-Fi Wellness
www.yofiwellness.com
Providing life balance for patients and employees.
MedOpportunities.com
www.medopportunities.com
The official job board of 13 respected medical journals.
CLS Healthcare Liability
www.cadls.com
CLS serves the medical community as an independent agency specializing in creative medical malpractice insurance solutions.
Physician Disability Insurance
www.DisabilityQuotes.com
DisabilityQuotes.com specializes in the sale of individual own occupation disability insurance to physicians.
Quantum Energy Solutions
www.quantumenergysolutions.net
Quantum provides pricing and streamlined models resulting in unmatched value of price
and service to consumers allowing them to realize more value from their energy commitments.