Client Focused. Since our founding, we’ve done things differently than other investment firms—not just to be different, but because we believe it makes a difference for our clients. We designed our business to always put our clients first.

We separate service, sales and portfolio management roles to ensure you’re always working with someone focused in their area and on you. We believe this division of labor ensures you have our undivided care at every step of our relationship.

Better for the industry: By offering a different and better business structure that puts client service first. Wall Street Top Traders and our subsidiaries have thrived and now manage billions in assets for thousands of high-net-worth individuals and institutions around the globe. Our success is supported by more than 3,500 dedicated employees operating out of 17 countries. Looking ahead, we will continue to grow and build on our legacy of bettering the investment universe.

Our Wealth Management Services. We provide a tailored approach to investment management and financial planning that puts our clients first. This starts with a comprehensive assessment of your financial situation that informs your investment strategy and considers important factors outside of your portfolio. If you already own investments such as annuities, Wall Street Top Traders plc can discuss and provide information about them to help determine if they make sense for your investment goals. This results in a personalized investing approach consistent with your goals and needs.

Financial Planning. We believe our approach to financial planning is simple. Where some firms might create a seemingly complex financial plan in order to sell you pre-packaged, commission-based products, Wall Street Top Traders plc doesn’t. Instead, we focus on providing you with a personalized plan that serves as the basis for us to build a portfolio tailored to your financial situation and goals.

Portfolio Management. We don’t sell cookie-cutter portfolios. We take time to understand your overall financial situation, including your financial goals, needs, investment time horizon and much more. At the conclusion of this detailed review, we provide you with a portfolio strategy recommendation, which we believe will maximize the probability of achieving your investment goals and objectives. Wall Street Top Traders plc believes in portfolio management tailored to your needs. As a client, you will receive a portfolio we believe is appropriate to help reach your investment goals, managed with an investment practice deeply rooted in our own time-tested processes and philosophies. Our portfolio management approach—combined with our proactive, personalized client service—has allowed us to manage portfolios for more than 25 years. We currently serve over 130,000* clients globally.

Our Investment Policy Committee (IPC) has over 150 years of combined industry experience. Supported by our large Research Department, the IPC monitors global economic and market conditions and makes strategic investment decisions for client portfolios. Our approach is based in active, flexible portfolio management.

Active, flexible and global. We tailor your investment portfolio based on our forward-looking market views and capitalize on opportunities around the world, taking into consideration your personal objectives and investment mandates. We believe approximately 70% of long-term portfolio returns are attributable to asset allocation—i.e., what mix of stocks, bonds, cash or other securities you own at any particular time. At the highest level, we gather a wide range of data inputs, aiding both qualitative and quantitative applications of our proprietary capital markets technology. Analysis of current market conditions, history and behavioral factors helps enable our dynamic tactical asset allocation decisions.

We begin by getting a thorough understanding of your personal situation, goals and needs. We use this information in our top-down investment process to determine the mix of stocks, bonds, cash or other securities that we believe will maximize the likelihood of reaching your financial goals.

From there, we emphasize parts of the market we believe will perform best, such as different countries, forex and stock market sectors. Finally, we analyze individual securities and select the ones we believe best capture our high-level views. We believe this flexible, active approach to portfolio management enables us to capitalize on global investing opportunities and help you achieve your financial goals.

• Proactive Advice As a client, you’ll hear regularly from an Investment Counselor who knows you by name and keeps you updated on your portfolio strategy and investments. Our goal is to help you understand what is going on in your account and why—so you feel comfortable with your strategy.

• Institutional Expertise. Corporations, pension funds, endowments and other institutions conduct in-depth analysis and thoroughly scrutinize a number of investment advisers before hiring one. Wall Street Top Traders plc has a long history of managing assets for such institutions and provides similar institutional knowledge to individuals and families. Investing with us means you get a disciplined investment strategy along with our high-touch client service.

• How We're Different Investors have a lot of wealth management options these days. But with so many choices, it can be hard to know what’s best for you. We believe in a tailored investment management approach. There are no cookie-cutter portfolios, no high-commission investment products and no commissions on trades.