Advice & Guidance
to simplify life.
Utilize the same guidance and instruction to manage all your accounts in a safe and secure environment.
Features
What to Expect
Custom Dashboard
Summarize all of your account data and provide insights.
Institutional Advice
Get advice and recommendations that are understandable.
Constant Notifications
Daily guidance keeps you informed and on track.
Daily Investment Signals
Signals to buy/sell are updated daily.
Account Aggregation
Track and organize all your accounts in one location.
Support 24/7
Interact with a refined AI system anytime.
Methodology
Our robo-advisor was built with flexibility at its core. Two very different investment management styles are offered which are: Strategic & Tactical. Choose one management style or blend the two styles together. There are models to fit any objective. Our mission is to keep your portfolio(s) one step ahead and always on top.
Institutional Indicators
New Money Indicator
Using institutional volume the goal is to only invest new money into the stock market during short term ‘Uptrend’ periods and remain in cash during short term ‘Downtrend’ periods. When there is flexibility in being able to determine the timing of investing new proceeds, this indicator should be used to determine the dispersion of new assets.
Total Market Indicator
The ‘Total Market Indicator’ is a longer-term trend indicator that was built to determine when markets were in an upward trend. The indicator is a complex algorithm that measures the buying and selling pressure of twenty-six (26) asset classes to determine this trend. Usually this is based on how portfolios at an institutional level are being invested, that is being uncovered. This indicator is meant to navigate through the chop that most methodologies get whipsawed in during periods when a market is moving sideways.
Balance of Strength
The ‘BOSS Indicator” stands for Balance of Strength and is an academically validated risk management tool that was designed to react quickly to market tops and bottoms without being knocked off the longer-term trend.
Calendar Effects Indicator
The ‘Calendar Effects Indicator’ is a shorter-term indicator whose goal is to be invested only during those short periods during the calendar year that have historically shown a high probability of profit. There are about 11 of these short periods per year, totaling roughly 70 to 80 market days of exposure per year.
Investment Signal Process
01
Identify
Our firm has identified a diverse set of asset classes that are ranked weekly based off volume accleration metrics.
02
Approach
Then the selection of the most appropriate instrument is determined that will most accurately track that asset class. This could be an ETF (Exchange Traded Fund), Stock, and/or Mutual Fund.
03
Apply
There are a set of proprietary algorithmic indicators that are applied daily to make sure the trend of the market is monitored. These indicators act as circuit breakers and were built to potentially reduce market losses.
04
Determine
Determine the risk tolerance of each client and select the model that is most appropriate. Client risk is constantly evolving based on life occurrences, so we built a solution to quickly adapt to life changes.
05
Monitor
Monitor the proprietary algorithmic indicators daily for changes to the underlying market trend as well as asset classes at predetermined intervals throughout an investing year.
Evolution of Risk
WealthDrive Advisory has a unique way of identifying and managing risk. The acknowledgment that risk is constantly evolving from a market, asset class and client perspective has to be accepted. All three have to be identified and monitored to be truly successful on a consistent basis. WealthDrive Advisory identifies risk in a three-dimensional state that is constantly evolving, which includes:
Market Risk
Where the market trend is located will be determined and monitored by our algorithmic indicators. This process will potentially reduce market risk.
Asset Class Risk
By monitoring which asset classes are garnering the most institutional buying vs selling pressure will potentially reduce investment security risk.
Client Risk Tolerance
Identifying the risk tolerance of a client based on timeframe and account objectives, helps reduce expectation risk related to the journey of investing.
Affordable Solution
There are options and flexibility when it comes to obtaining advice and guidance.
$129/mo
Advisory Fee
Key Features
Unique Client Portal
Trade (Buy/Sell) Signals
Monitor & Track Accounts
Document Vault
Weekly Market Recaps
Password Vault
Daily Market Commentary
A.I. Advice & Support 24/7
Company Story
In 2019, a self-employed businessman sat in a conference with a group of clients. These clients wanted investment advice and recommendations on accounts that were held away. The firm that this individual currently worked for didn’t have the ability to accurately monitor, much less manage, those held away accounts. The technology wasn’t available and what was available was super clunky and hard to use.
This is when the idea to build a robo-advisor utilizing a unique technology stack was mapped out and executed. In 2019 WealthDrive, Inc. submitted the paperwork to the SEC and this robo-advisor was brought online. In 2022, the name of the robo-advisor was changed from WealthDrive, Inc. to WealthDrive Advisory, LLC.
We want to personally welcome you to a robo-advisor that is able to provide advice and guidance to accounts anywhere they are located. Experience the difference, experience WealthDrive Advisory!
Ease of Use
You don’t have to be a tech expert to benefit from the functionality of our robo-advisor.
Affordable
Advice & Guidance that doesn’t break the bank.
Strategic & Tactical
Use our financial indicators to manage all financial accounts anywhere.
Informative
Information is power, and our firm strives to bring the future to your fingertips.
Stats
By the Numbers
Asset Classes
Risk Models
Proprietary Indicators
Years Investing Experience
FAQ
Frequently Asked Questions
How many accounts can I receive advice?
As many accounts as you want to have the system track.
Will this work for my 401(k) at work?
YES! This service was built to work with any account no matter where it is located.
How often will signals come out?
Notifications come out on a daily basis. Somedays there will need to be action taken and others there will not be anything to do.
Is there a client portal?
YES! Every client has their own personal portal.
How hard is the software to learn?
The application was built with the idea of highly adapted applications to reduce the learning curve significantly.
Can accounts be managed differently?
Yes! Our robo-advisor was created so that each account is managed uniquely based off the risk assessment score for each account independently.