Building Wealth with Wyze Direct: Our Proprietary Stock Strategy
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Building Wealth with Wyze Direct: Our Proprietary Stock Strategy
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About this listen
When you work with Wyze Wealth Advisors, you get access to our proprietary stock strategy that we’ve managed in-house for over a decade. Ryan is joined by Ron Wyatt, CFP®, CIMA®, CPWA® and Nick Lewandowski, CFA®, CFP® to unpack the philosophy and mechanics behind Wyze Design Direct.
Discover the driving factors behind higher expected returns, including profitability and valuation, and how this proprietary approach aims to deliver superior risk-adjusted returns for clients.
Here’s what we cover in this episode:
0:00 – Intro
1:01 – How this was developed
6:48 – Building the portfolio
12:17 – Risk
15:02 – What makes it proprietary?
21:47 – Drawbacks and risks
26:49 – Taxes and fees
29:05 – How does this compare
Connect with us:
Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019
Watch the show on YouTube: https://bit.ly/3Ssra3H