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Follow on Google News | Green Valley’s “Eagle” U.S. Stock Portfolio Listed on Wealthfront PlatformGreen Valley’s Opportunistic U.S. Stock Portfolio will be featured on Wealthfront.com, an innovative, transparent online investment platform connecting top managers with investors starting at $5,000.
Green Valley Wealth Advisors’ “Eagle” Portfolio is a low turnover, tax-efficient portfolio that should be considered a core holding of U.S. stocks for capital appreciation. This is a highly contrarian, ahead-of-the- Wealthfront evaluates investment managers based on Investing IQ, a proprietary data-driven metric that separates the lucky from the good. Investing IQ is based on some of the same factors used by Ivy League endowments to select investment managers: risk-adjusted returns, quality of investment rationale, and how closely a manager sticks to their stated investment style. Green Valley is one of a select group of 25 investment managers from across the country whose process has been vetted by Wealthfront to have a featured portfolio. ”We feel that Wealthfront offers us the right balance in our advisory practice. We help clients with complex planning and investment management with at least $250,000 to invest while, with Wealthfront, we are building a business with fledgling investors who will become tomorrow's high net worth clients,” said Eric Linser, CFA, Green Valley’s Chief Investment Officer. On the Wealthfront platform, access to the “Eagle” Portfolio starts at $5,000 and $30,000 for the “Owl” global opportunistic portfolio. “Today's technology-savvy individuals are quite comfortable with the abundance of online resources available. This platform offers transparency into our investment process, and as such we have to prove our value proposition every step of the way – results, tax efficiency, and low cost. Our goal is to assist investors in making better decisions, on their own and in conjunction with the investment counseling services of Green Valley Wealth Advisors,” explained Linser. With Wealthfront we have solved the thorny problem of delivering good investment advice and actionable tools online, giving small investors access to outstanding portfolio managers with winning records. "We can take the expertise that is available to the wealthy and make it available to the mass affluent," explains Wealthfront chief executive Andrew Rachleff. "The average investor deserves better than people selling them products that don't maximize their net worth." Green Valley Wealth Advisors is an independent fee-only registered investment advisory firm that provides tailored wealth management services designed to meet the unique needs of high net worth individuals, their families and their businesses. We also provide investment counseling services with a focus on asset allocation, security selection, as well as continual monitoring and rebalancing as appropriate. Wealthfront is an SEC registered investment advisor and platform offering innovative, transparent online investing. Wealthfront.com is a leading destination that connects independent investment managers with individual investors, providing a wide range of investors with unprecedented direct access to top-performing managers that would otherwise have minimum account sizes of $1 million or more. Their scalable technology creates efficiencies for both the investor and the investment manager. Currently there are 1,800 investors on the site with more than $100 million invested. For more information on Green Valley Wealth Advisors or to open an account, please visit http://www.gvwealth.com/ This press release does not constitute and is not intended to constitute an offer or solicitation for an investment in any of Green Valley Wealth Advisors’ investment portfolios, including the portfolios mentioned herein. # # # Green Valley Wealth Advisors is a fee-only, registered investment advisory firm that thinks globally with a local perspective. That is, we not only study the events that shape your life and goals, but those of your family and your business. We capitalize on the trends and developments that shape the global investment environment, drive our economy and ultimately impact your investment portfolio. We provide comprehensive wealth management and customized investment consulting to enable you to make informed financial decisions. Our expertise is in providing a global approach to improve the outcome for investors' success in putting their money to work. In today's markets, we believe it's best to have broad flexibility to globally diversify and expand potential opportunities through stocks, bonds, exchange-traded funds (ETFs) and alternative strategies and investment vehicles. Plan for the future; Invest in what matters. End
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