• Building Wealth with Wyze Direct: Our Proprietary Stock Strategy

  • Feb 6 2025
  • Duración: 36 m
  • Podcast

Building Wealth with Wyze Direct: Our Proprietary Stock Strategy

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  • Resumen

  • When you work with Wyze Wealth Advisors, you get access to our proprietary stock strategy that we’ve managed in-house for over a decade. Ryan is joined by Ron Wyatt, CFP®, CIMA®, CPWA® and Nick Lewandowski, CFA®, CFP® to unpack the philosophy and mechanics behind Wyze Design Direct.

    Discover the driving factors behind higher expected returns, including profitability and valuation, and how this proprietary approach aims to deliver superior risk-adjusted returns for clients.

    Here’s what we cover in this episode:

    0:00 – Intro

    1:01 – How this was developed

    6:48 – Building the portfolio

    12:17 – Risk

    15:02 – What makes it proprietary?

    21:47 – Drawbacks and risks

    26:49 – Taxes and fees

    29:05 – How does this compare


    Connect with us:

    Web: https://wyzewealthadvisors.com/
    Phone: 724-271-7019

    Watch the show on YouTube: https://bit.ly/3Ssra3H
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