Manage Investments with Confidence

Weigh House’s DIY Coaching Program™ is for investors who wish to manage their own portfolios with the guidance and support of an experienced consultant. Our comprehensive Program provides everything you need to manage with confidence.

Step1 – Create a Financial Plan

  • The DIY Coaching Program™ starts with a personalized financial plan. We review your assets, liabilities, income and expenses under different scenarios.
  • We review your current portfolio, and determine the appropriate target rate of return for your investments.

Step 2 – Define Investment Strategy

  • We then recommend an asset allocation that matches your goals and requirements. We define investment strategies that work for you, and describe how to implement and manage your new portfolio. Appropriate research and support materials are suggested.
  • All information is included in an investment policy statement (IPS) designed just for you.

Step 3 – Ongoing Communication and Support

  • You will receive regular communications from us, including timely, topical information related to investment markets, industry developments, investment best practices, and new products and services.
  • Your Weigh House Investor Consultant is available to you throughout the year, to clarify investment options available to you, address questions you may have, and act as a general sounding board for your ideas.

Step 4 – Annual Review

  • Each year, we review your portfolio’s construction against your IPS, and assess your returns against relevant benchmarks. Our goal is to help you keep to your strategy and maintain stability in your account.
  • We also re-examine your financial plan and IPS, and make revisions to reflect changes in your personal finances.

The Benefits of Investment Coaching

Weigh House Investor Consultants do not recommend individual securities or make buy / sell recommendations. In short, we do not interfere with the do-it-yourself process. Key benefits to the Weigh House DIY Coaching Program™ include:

  • Provides expert counsel to investors managing their own portfolios
  • Helps do-it-yourself (DIY) investors better understand the investment process, evaluate their options, and make informed decisions
  • Fosters adoption of investment best practices, including diversification, risk management, and minimization of fees and taxes
  • Includes personalized financial plans and investment policy statements
  • Increases investment knowledge and confidence