Weyland Capital Management's mission is to provide investment management solutions to a select group of families, individual investors, municipal governments and institutions. Our commitment is to provide our clients with competitive returns while minimizing portfolio volatility and investment-related taxes.
Research-Driven: Weyland's disciplined investment approach is based upon the firm's economic, fundamental and technical research. Along with our stewardship and risk management tools, this research capability helps ensure our clients achieve their financial objectives.
Client Focus: The principals and employees of Weyland view our clients as partners and, as such, strive to provide a highly personal and excellent level of service. As a Registered Investment Advisor, Weyland has a fiduciary duty to act on its clients' behalf - in good faith, with honesty and solely in its clients' best interests.
Effective Communication: Weyland believes successful client relationships are not possible without clear, concise and comprehensive communication. Weyland interacts with its clients in many ways: regular in-office meetings, teleconferences, annual strategy and outlook presentations and quarterly commentaries. And, during times of market stress, we keep our clients informed via frequent e-mails regarding anticipated portfolio changes and our outlook for the future.
Asset Protection: Weyland uses Schwab Institutional to custody its clients' assets. This ensures client funds are safeguarded at an independent custodian with S.I.P.C. protection. Further, having clients' assets custodied at Schwab Institutional provides asset valuation by an independent third party.
Privately-Held: Weyland is 100% owned by its principals and as such is not distracted by the many issues that can affect investment advisor employees at broker/dealers that are publicly owned. Moreover, while Weyland's size allows it to be nimble and responsive to market events, it retains the investment talent typical of a larger institution. Plus our relationship with Schwab Institutional provides clients with access to an international branch network, a full range of account services and, most importantly, an independent custodian.
Objectivity: Weyland is a fee-only advisor - we do not receive any commissions from the sale of any product. We are paid solely on the basis of assets under our management. There are no hidden fees.