Institutional Investments

Wall & Co. offers the following investment programs to institutional investors. For an overview of each program and performance data as a PDF document, select the program names below.

Global Growth Program Institutional (WGO II-Inst) Updated monthly.
                                                                                                                                        Objective: Generate superior risk-adjusted absolute 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. 

                                         

Global Growth Program Plus Institutional (WGOII+ Inst) Updated monthly.

Objective: Hypothetical-Actual historical illustration of strategy enhancements made to the WGOII-Inst effective 4/30/08.