Products Overview

WCB manages fixed income and equity accounts for 77 institutional clients in 126 separately managed portfolios (for 33 of the clients, WCB manages multiple accounts). The average portfolio is over $29 million.

Although all of the portfolios referenced above are customized to comply with each client’s investment directives, each portfolio is managed based on time-tested investment strategies often referred to as products or product categories. Each account is included in a performance composite which is reflective of a given product or strategy. WCB claims compliance with the Global Investment Performance Standards (“GIPS®”) and is verified quarterly by ACA Performance Services.  The GIPS®, administered by CFA Institute, are a set of guidelines that firms may choose to follow when constructing composites and presenting performance results to prospective clients.  WCB is an independent, employee owned (both current and former) investment management firm that manages fixed income, equity, balanced and enhanced cash portfolios.  WCB was founded in December 1984 and is a Registered Investment Advisor pursuant to the Investment Advisors Act of 1940.

Please contact Ann Loden Roberts (615-665-9129) for GIPS®-compliant performance composite presentations, detailed descriptions of the various investment products/strategies, product characteristics, fee schedules and other pertinent information.

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