Individual Investments

Based on the individual's risk tolerance and need for regular withdrawals, Wall & Co. develops client portfolios by allocating assets among the firm’s equity and bond investment strategies.  For an overview of each program and performance data as a PDF document, select the program names below.

Equity Managed Account Programs

Global Growth Program (WGOII) Updated quarterly.

Objective: Generate superior risk-adjusted returns principally by making tactical-based decisions among select no-load and load-waived equity mutual funds, ETF's, equity mutual fund of funds, individual equity securities and cash or money market funds. Available to "Qualified" Investors only.

Global Growth Program Plus (WGOII+) Updated quarterly.

Objective: Hypothetical actual historical illustration of strategy enhancements made to the the WGOII program effect 4/30/08.

Global Growth Variable Annuity (GGPVA) Updated quarterly.

Objective:  Generate superior tax-deferred "risk-adjusted" equity returns by following a tactical-based investment discipline within a No-Penalty Variable Annuity using a variety of equity and cash sub-accounts.                                 

Global Growth Program (WGO) Updated quarterly.

Objective:  Generate superior "risk-adjusted" equity returns by following a tactical-based investment discipline using top-performing No-Load mutual funds and/or Exchange Traded Funds.

Bond Managed Account Program

Bond Allocation Program (BAP) Updated quarterly.

Objective: Generate superior "risk-adjusted" bond returns by following a tactical-based investment discipline using No-Load bond mutual funds and/or Exchange Traded bond mutual funds.