Assets Under Management:  $350 mm

Location:  Sebastopol , CA

Investment Philosophy:

WCFS builds and manages “Asset Allocation” Portfolios utilizing a disciplined long-term investment strategy based on sound fundamental assumptions that influence investment success. WCFS bases its investment management philosophy on academic research which shows that a properly diversified selection of asset classes with a consistent rebalancing methodology is the best approach for long term investors to reach their portfolio rate of return expectations and goals.