I see great opportunity for risk-managed approaches, given current market conditions and demand for a better balance of risk and return.
Norfolk, VA (PRWEB) July 25, 2016
WST Capital Management is pleased to announce the addition of Dabney Treacy. Mrs. Treacy brings to the WSTCM team extensive experience in sales and investment banking, and in her role as Director of Sales, she will work to grow national distribution of the firm’s suite of risk-managed strategies.
Focused on various asset classes, the individual strategies are unified by:
- A consistent, quantitative, rules-based portfolio construction and execution using ETFs
- Active top-down monitoring and decision-making to promote strategy adaptability to changing market conditions
- A common risk-adjusted performance objective: seek to avoid the majority of market downside while working to preserve robust participation in advancing markets
Offered through various fund vehicles and separate accounts, the individual strategies aim to provide a more liquid, disciplined answer to asset class exposure. Together, they comprise an integrated suite and can be used as essential elements of a relatively cost-effective, risk-balanced, core portfolio solution.
ABOUT WST Capital Management
Endeavoring to offer the Bridge Between Protection and Growth® through Risk-Managed strategies, WSTCM has cut an innovative path in the pursuit of next-generation investment science for today’s investors. By embracing the science of investing, we believe we can advance our firm’s mission: to provide investors a balance of protection and growth, encouraging confident participation over the long-term.
WST Capital Management is a division of Wilbanks, Smith & Thomas Asset Management, LLC. For more information about WSTCM and our strategies, please visit wstcm.com.
WST Capital Management is a division of Wilbanks, Smith & Thomas Asset Management, LLC.
This document is intended for informational purposes only and should not be otherwise disseminated to other third parties. Past performance or results should not be taken as an indication or guarantee of future performance or results, and no representation or warranty, express or implied is made regarding future performance or results. This document does not constitute an offer to sell, or a solicitation of an offer to purchase, any security, future or other financial instrument or product.
Some of the information enclosed may represent opinions of WST and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained herein has been obtained from sources believed to be reliable but cannot be guaranteed for accuracy.
Past performance is not necessarily indicative of future results. There are no guarantees that investment objectives will be met.
Securities and Insurance Products and Services – Are not FDIC or any other Government Agency Insured – Are not Bank Guaranteed – May lose value
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