Red Carpet Retirement™

Our 90-10 Investment Process™: Part 1 (Ep. 3)

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Many intelligent people invest inefficiently, or worse, they make catastrophic investment mistakes. They don’t know what they don’t know. At WellAcre, we help minimize risk, enhance returns and create more certainty with our patented 90-10 investment Process™ and our 5 Investment Pillars.

In this episode, Adam introduces WellAcre Wealth Management’s 90-10 Investment Process™, goes over the 5 Investment Pillars, and elaborates on the first three in-depth. Don’t hesitate to contact Adam Scott, CFP®, for more information or subscribe to Red Carpet Retirement™ for our upcoming episode about the last two pillars of our investment strategy.

Adam  discusses: 

  • Why investors should solve for the reliability of income as opposed to the return on investment
  • How we use evidence-based investing in reducing the risk of running out of money
  • How we use psychology and behavior to help navigate investment bubbles and black swan events
  • And more

    • Resources:

    • Your Red Carpet Experience With WellAcre Wealth Management (Ep. 2)

      • Connect with Adam Scott: 

      • LinkedIn: Adam Scott, CFP®
      • LinkedIn: WellAcre Wealth
      • WellAcreWealth.com
      • Phone: 310-220-4946
        • ...more
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        Red Carpet Retirement™By Adam Scott