Investing in your future

As we work with you to map out a financial plan that suits your needs and meets your personal objectives, we also introduce you to the Wingate way of approaching investments: We provide truly independent and unbiased advice to help build a strong, diversified portfolio.

Our investment philosophy is based on four key principles:

• Create an investment plan tailored to meet your specific needs.
  When recommending an investment strategy, we take into account your goals, current financial situation, time horizon, and tolerance for risk. Your plan must be able to evolve over time to reflect the progress toward your goals and the introduction of new objectives.
• Design diversified portfolios that strike a balance between risk and return. Investors who chase past performance or invest heavily in what’s hot are often at risk for substantial and possibly permanent losses. Wingate’s balanced approach helps you meet long-term goals without undue exposure to risk.
• Invest for the long term but be open to opportunities along the way. 
  At Wingate, we maintain a long-term outlook. With patience and careful adjustments, we can take advantage when investment opportunities become available, improving your long-term returns while managing risk.
• Select outstanding independent third-party investment managers for our clients’ portfolios. At a minimum, our managers must have a disciplined approach and compelling track record—but that’s just the beginning. They must pass our stringent review process to ensure they meet our high standards. And because we have no affiliations with mutual funds or other investment products, our selection process is entirely objective.