PERSONNEL

The value of WCB is largely derived from a combination of extremely talented personnel, the ability to work well together, a good business plan, and well defined “target markets” for the products. Not only is the depth and breadth of WCB's judgment, knowledge and expertise important, but also the staff's collective commitment to the firm's business success, investment philosophy, and to the investment strategies utilized in meeting the needs and objectives of clients. These traits and synergies enable WCB to withstand the trials and rigors of an ever-changing investment landscape and to identify sound investment opportunities in the financial markets. Over the years, WCB has enjoyed an unusually high level of stability and continuity. Since its founding in 1984, only two investment professionals have left the firm. The employees are incentivized and compensated in a manner that aligns their goals with those of the clients. This structure fosters loyalty to the firm, a friendly and efficient work environment, and dedication to the achievement of the clients' goals.