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Fees & Performance

Performance

Wealth Conservancy International strives to obtain the highest rate of return for each client's account. However, the return that one can expect must be consistent with the client's tolerance for investment and volatility risk. We establish return and risk parameters with each client individually. Wealth Conservancy does not, therefore, advertise on the basis of performance. Above all, we take pride that our client retention rate is among the highest in the investment management industry over the past 20 years. This fact speaks for itself regarding our service and performance on behalf of our clients.
Wealth Conservancy International, Inc., 7411 River Road, Fredericksburg, VA 22407
Tel: 540-548-3009 | Toll-free 1-800-515-1588 | E-mail: wciicpb@comcast.net