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Individual Investments

Based on the individual's risk tolerance and need for regular withdrawals, Wall & Co. develops client portfolios by allocating assets among the firm’s equity and bond investment strategies.  For an overview of each program and performance data as a PDF document, select the program names below.

Equity Managed Account Programs

Global Growth Program (WGOII) Updated quarterly.

Objective: Generate superior risk-adjusted returns principally by making tactical-based decisions among select no-load and load-waived equity mutual funds, ETFs, equity mutual fund of funds, individual equity securities and cash or money market funds. Available to "Qualified" Investors only.

Global Growth Variable Annuity (GGPVA) Updated quarterly.

Objective:  Generate superior tax-deferred "risk-adjusted" equity returns by following a tactical-based investment discipline within a No-Penalty Variable Annuity using a variety of equity and cash sub-accounts.                                 

Global Growth Program (WGO) Updated quarterly.

Objective:  Generate superior "risk-adjusted" equity returns by following a tactical-based investment discipline using top-performing No-Load mutual funds and/or Exchange Traded Funds.

Bond Managed Account Program

Bond Allocation Program (BAP) Updated quarterly.

Objective: Generate superior "risk-adjusted" bond returns by following a tactical-based investment discipline using No-Load bond mutual funds and/or Exchange Traded bond mutual funds.