Building Wealth with Wyze Direct: Our Proprietary Stock Strategy

On This Episode:

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.

Ron’s objective has always been to achieve good risk-adjusted returns for clients, which led him to develop a strategy that balances profitability and valuation. The importance of these two factors cannot be overstated; they serve as the cornerstone of the strategy, guiding the selection of stocks that are not only profitable but also reasonably priced.

Unlike traditional retail investment strategies, this approach is akin to those typically reserved for institutional investors, thus providing clients with access to sophisticated investment methodologies. For anyone looking to enhance their investment knowledge and explore innovative strategies, we hope this episode gives you a better understanding of our approach.

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

Resources:

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