Walnut Logistics takes care of your investment portfolio. Our Financial Advisory service was created because of one simple reason– our team knows how to manage capital. Having successfully grown our own capital year over year, we wanted to make available to the public our method of investing.

 

We use various benchmarks for different asset classes to analyze how well our investments are doing relative to peers. This allows us to fine-tune our portfolio to optimize risk/return structures. Benchmarking also gives us the ability to adequately monitor the profitability of our investments and helps us secure alpha relative to the benchmarked asset class. Our goal at Walnut isn't to generate unicorn returns, but rather to consistently and gradually increase our portfolio and reap the benefits of smart investing. Our mixed approach of qualitative and quantitative investment analysis allows us to identify out-performers in the market as well as larger macroeconomic trends that can be capitalized on. 

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Walnut believes in accessibility for clients of all backgrounds and demographics. We do not want to discriminate between low and high net-worth individuals. We believe that regardless of how much capital you have to invest, you should be able to do so. Because of this, we have a unique method of providing quality investment advice. For high net worth individuals, we at Walnut guide our clients through customized client-specific portfolios with a composition of asset classes of their choice. We provide recommendations for each asset class and general risks associated with them. For clients with low net worth, we have multiple standard portfolios that can be invested in at different risk/return levels. Higher relative risk levels generally suggest higher relative returns. Past performance is not an indicator of future performance. 

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In addition to those two services, we have a third aspect to our financial advisory that was created to display to our clients and the general public the type of returns only Walnut is capable of generating. This is shown by our free, albeit limited, stock advice on our twitter page. Click on the twitter icon below to follow us or contact us to learn more about it. 

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