Weyland Capital Management has one mission: provide investment management solutions to a select group of families, individual investors, and institutions. Our goal is simple: provide our clients with competitive returns while minimizing portfolio volatility and investment-related taxes.
We accomplish this by embracing all investable global asset classes within a strategic asset allocation framework, and by applying tactical modifications to our positions as economic, monetary and global events dictate.
Weyland Capital Management was formed in 1995. The firm employs a disciplined investment approach based upon extensive research and comprehensive risk management tools to enable our clients to achieve their financial objectives. We aim to deliver a highly personal and customized service.
Our Attributes
Client Satisfaction: There is no better measure of client satisfaction for a service business such as ours than customer loyalty. Weyland is very proud of the fact that we have experienced less than 1% client turnover annually since our firm was formed 11 years ago.
Aligned Interests: We are as invested in our strategy as our clients are - our personal and family liquid net worth is invested using the same strategies and tactics we employ for our clients.
Accessible: We do not outsource our portfolio management. When a client wants to discuss his/her portfolio, they are able to do so directly with the people making the investment decisions.
Focus: Investment management is our only business. This allows us to concentrate our energies on those activities that serve our clients most: research; maintaining our disciplined investment approach; and continuous monitoring of clients' portfolios using our comprehensive risk management tools.
Size: We are small enough to be nimble and responsive, yet have the investment talent and systems automation typical of a large institution. Our relationship with Schwab Institutional provides clients with access to a full range of trading and account services from a leading US brokerage firm.
Objectivity: We are a fee-only advisor - we do not receive any commissions from the sale of any product. We are paid solely on the basis of assets under our management. There are no hidden fees.