Personal CFO, Managing Partner
Julia McCormick, CDFA® RICP® CFP®
Managing Partner, Personal CFO
Partner, Client Operations
Director of Client Relations, Office Manager
Founder, CEO, Personal CFO
Chief Investment Officer
LPL Registered Principal Managing Partner, Family Wealth Management Group
Ph.D., MSFS, CFP®, AIF®, CLU®
Investment Strategy Committee
Co-Founder of High Impact Portfolios (HIP), Retired
The Investment Strategy Committee (ISC) is comprised of some of the firm’s most senior investment professionals, and other team members. The ISC provides model portfolios for advisors of the firm to use with their clients. The model portfolios are comprised of a core of strategically allocated asset classes the ISC created with the goal to help mitigate risk while better positioned return potential surrounded by satellite positions to enhance alpha.
The ISC uses technical analysis tools to manage tactical models that are designed with the goal of hedging downside risk. Please consult with your WCG Wealth Advisor to determine what is appropriate for your investment goals.
Investing involves risk, including the potential loss of principal. No strategy assures success or protects against loss. Alpha measures the difference between a portfolio's actual returns and its expected performance, given its level of risk as measured by Beta. A positive (negative) Alpha indicates the portfolio has performed better (worse) that its Beta would predict.
Director, Advisor Resource Center/Financial Planning
Trading Department Manager & Research Coordinator
Megan Wilsey CFP®, CPA
Advanced Insurance Consultant
The Wealth Consulting Group offers access to a professional team of highly trained professionals who are organized strategically to address problems and create strategies in advanced areas of wealth management and corporate finance. Your advisor can quickly engage a team of professionals who bring the skill and experience you require across multiple financial disciplines, including:
Ask your advisor how our Advanced Planning Team can help you pursue your financial goals.
Legal services are not offered by WCG Wealth Advisors, The Wealth Consulting Group, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified legal advisor.