Monitoring and Re-Evaluating

A relationship built on trust, integrity and results

Investing follows a complex, dynamic cycle. WDS portfolio managers actively monitor, reassess and rebalance clients' portfolios to maintain their target asset allocations in the most optimal way possible.

Decision-making regarding individual securities rests with WDS and covers which securities to invest in and when to buy and sell them. WDS has an obligation to assess whether a particular security is suitable for your account.

Accurate account administration is paramount and fair practices are sacrosanct. The WDS Fairness Policy sets high standards to ensure that eligible investment opportunities are shared equally among all of our clients.