We provide customized institutional quality investment management solutions which support our clients’ overall financial objectives. And, our full service advisory fee is typically half of traditional advisors.
We believe that passive and active investment
management each have their place in our clients’ portfolios.
We use low cost index funds for asset categories where
additional return via active fund management is difficult
to come by. The use of index funds helps capture the
investment return available in these parts of the portfolio
at the lowest cost possible.
In asset categories where additional return is possible,
actively managed funds are screened and compared to
their low cost index counterparts. We selectively use
actively managed funds if sufficient confidence exists
that superior performance will continue.
We also may overweight and underweight certain
asset categories based on long term investment return
trends. While we believe that diversification is an
important part of risk management, strict adherence
to a broad portfolio allocation that includes low
performing assets and does not focus on outperforming
asset categories is sub-optimal.
When appropriate or desired by the client, we will include
individual stocks and bonds in our customized portfolios.
Transparency and Performance Reporting
Wilborn Advisors is committed to full disclosure and does not benefit from any investment that we suggest.
We provide quarterly updates on investment performance and use appropriate third-party benchmarks for comparison. We meet with clients regularly depending on their needs and meetings can be in person, by phone or virtually.
Comprehensive Asset Management
Many of our clients who have not yet retired have significant retirement assets in employer-provided 401k and 403b plans. We include these assets when constructing our portfolios and will review the quality of the funds available in the retirement plan at their work. Any portfolio recommendations will include these off-site assets. We do not charge for any recommendations for assets held at a client’s work.
Comprehensive low cost wealth management.
Give us a call to get started.
Low-cost investment solutions.
We provide customized institutional quality investment management solutions which support our clients’ overall financial objectives. And, our full service advisory fee is typically half of traditional advisors.
Investment Philosophy
We believe that passive and active investment management each have their place in our clients’ portfolios. We use low cost index funds for asset categories where additional return via active fund management is difficult to come by. The use of index funds helps capture the investment return available in these parts of the portfolio at the lowest cost possible.
In asset categories where additional return is possible, actively managed funds are screened and compared to their low cost index counterparts. We selectively use actively managed funds if sufficient confidence exists that superior performance will continue.
We also may overweight and underweight certain asset categories based on long term investment return trends. While we believe that diversification is an important part of risk management, blind adherence to a broad portfolio allocation that includes low performing assets and does not focus on outperforming asset categories is sub-optimal.
When appropriate or desired by the client, we will include individual stocks and bonds in our customized portfolios.
Transparency and
Performance Reporting
Performance Reporting
Wilborn Advisors is committed to full disclosure and does not benefit from any investment that we suggest.
We provide quarterly updates on investment performance and use appropriate third-party benchmarks for comparison. We meet with clients regularly depending on their needs and meetings can be in person, by phone or virtually.
Comprehensive Asset Management
Many of our clients who have not yet retired have significant retirement assets in employer-provided 401k and 403b plans. We include these assets when constructing our portfolios and will review the quality of the funds available in the retirement plan at their work. Any portfolio recommendations will include these off-site assets. We do not charge for any recommendations for assets held at a client’s work.
Comprehensive low cost wealth management.
Give us a call to get started.