Access retail can’t assemble
Most institutional managers are not available directly to individual investors — platform minimums, commissions, or distribution restrictions make them inaccessible. WWA’s RIA aggregates nine of them.
Money managers
Nine money managers. One relationship.
Wealth Watch Advisors is a multi-manager platform. Your WWA advisor can combine strategies across nine institutional third-party managers in a single Schwab-custodied account — matched to your goals, risk, and tax situation.
Why a multi-manager platform
One philosophy is a bet. Nine is a portfolio.
Single-strategy RIAs put you inside one philosophy, whatever the market does. A multi-manager platform lets us build around your situation instead of around a house view.
Blend strategies in one account
Our trading system allows multiple investment models to be blended across managers inside the same account. Core + tilt + overlay, not one-philosophy-for-life.
Fit before allocation
A single-strategy shop puts you inside one philosophy. We start with your plan and risk tolerance, then choose the managers that fit — or the combination that does.
The platform
The nine managers.
Institutional third-party managers available to WWA clients. Each links to a full profile — what they do, who they’re for, and how they fit a portfolio.
How we match managers to clients
Suitability first. Managers second.
Nine strategies on the shelf doesn’t mean nine strategies in your account. A dividend-income retiree and an accumulating 40-year-old don’t own the same sleeves — the match is the job.
Step 1
Risk assessment
LifeARC / RiskARC questionnaire maps your actual tolerance to a risk score we can build against.
Step 2
Financial picture
Cash flow, tax situation, retirement runway, concentrated positions, estate context — the inputs that narrow the manager set.
Step 3
Allocation proposal
One manager, or a blend. Your advisor walks through why, and what each sleeve is doing in the portfolio.
Blending strategies in one account
Core, tilt, overlay — in a single Schwab account.
Our trading system allows multiple investment-model selections to be blended across managers within the same account. That means a portfolio isn’t committed to one philosophy — it can hold a risk-managed core, a dividend-income sleeve, and a hedged-equity overlay at the same time.
Below is a worked example of what a pre-retiree portfolio might look like using three managers on the platform. Not a recommendation — an illustration of what blending actually looks like.
Illustrative pre-retiree portfolio
Risk-managed core
RedwoodRules-based quantitative strategy built around capital preservation. The sleeve that protects the runway.
Dividend-equity income
BrookmontSingle-stock SMA producing durable dividend income. Equity exposure with a yield component.
Hedged-equity overlay
ZEGAOptions-based strategy that softens drawdowns. Lets the portfolio take equity risk with a tighter downside.
Illustrative only. Actual allocations are determined by suitability, risk score, and account context.
Custody and oversight
Where your money sits, and who’s watching it.
Schwab custody
All platform strategies are custodied at Charles Schwab & Co. You see your assets and reporting through Schwab — not a manager-owned brokerage.
WWA fiduciary oversight
Wealth Watch Advisors handles manager selection, monitoring, and fiduciary review at the advisor level. Your WWA advisor remains the point of contact.
Orion performance reporting
Portfolio-level reporting through Orion — one view across all managers in your account, not a stack of separate statements.
Per-manager disclosures
Each manager’s ADV Part 2A is linked on its profile page. Transparent about who manages which sleeve and under what framework.
Take the next step
Not sure which managers fit your situation?
Bring your current allocation, a picture of your tax situation, and your plan. A WWA advisor will walk you through which managers fit, which don’t, and what a blended portfolio could look like — no obligation.
Explore more
Adjacent reading.
Money managers are one piece of the picture. Two places the conversation usually goes next.
Availability of any strategy is subject to suitability review, account minimums, and each manager’s requirements. Strategies described on this page are offered by the named third-party advisors; Wealth Watch Advisors does not manage these strategies directly. Investment products involve risk, including possible loss of principal, and past performance does not guarantee future results. Third-party manager names, marks, and registered trademarks are the property of their respective owners.