Broker Check

Introducing WJ Wealth Management Investment Model Portfolios

Working with BlackRock, the world’s largest money manager, and LPL Financial, the nation’s largest independent broker/dealer organization*, we have constructed a series of investment model portfolios that will combine our personal management teamed with the technical resources of two major players in the investment world. The process of creating these models works like this-

  • At WJ Wealth Management, we decide through our ongoing research which exchange traded funds (ETFs) from a wide variety of providers (Vanguard, Fidelity, Nuveen, First Trust, State Street, Invesco, BlackRock and more) will be the best fit for our clients’ portfolios.

  • We consult with BlackRock using their Aladdin operating system’s risk analytics to further screen the portfolios for, among other things, avoiding single stock concentration, added risk mitigation, and historical performance (We review quarterly and make change where needed).

  • After the positions for each model are finalized, we then utilize LPL’s Risk Scoring system to make sure the model is and stays aligned with the client’s objective. The portfolio is placed on LPL’s Model Wealth Portfolio (MWP) platform for services such as automatic quarterly rebalancing.

Models currently available for investment:

WJWM Growth Tech Weighted

WJWM 80-20 Target Blend

WJWM 60-40 Target Blend

WJWM 40-60 Target Blend

WJWM 20-80 Target Blend

WJWM ESG Growth

WJWM Future Trends-Innovation

WJWM Minimum Volatility Growth

WJWM Income Focused Bond Ladder

We are proud of our record of local “hands on” asset management. Now by teaming with BlackRock and LPL Financial we can combine that with an institutional level of sophisticated technology to create what we feel will be the best models for our clients with ongoing monitoring and research.

*As reported by Financial Planning Magazine June 1996-2018 based on total revenue