Who the research is for
Allocators and advisors building portfolios for clients, pensioners and endowments.
The research is about the promises made to those clients, and how a portfolio is built to keep them. It does not argue for one industry’s offering over another’s.
Who works with WMO
Wealth platforms
Independent RIAs, private banks, trust companies and broker-dealers that license the standard for their advisors.
Alternative asset managers
Managers raising capital in wealth, who need a clear account of the anchor beneath their allocation.
Family offices and institutions
Independent advisory on their own portfolios.
Insurance companies
An independent reading of what their contracts contribute to a portfolio.
Interested in the research?
The founding working paper is a free download on the Research page. To discuss the research or how it applies to your work, we welcome the conversation.