The WM Capital Management Retirement Investment Solutions

lakeWe recognise that in retirement, you need an investment solution that takes into account that:

- You don't have the ability to "rideout" falls in the market

- Short term losses can have a major impact on your portfolio's value

- The path your investments take, and the smoothness of the journey, can be more important than the total return you get on them

- Linking your portfolio's performance directly to stock markets may be inappropriate

A different approach to investing and risk management is needed in the spend years. The focus should be on finding a solution that seeks to avoid significant short term losses and manages the risk of your investments falling in value–aiming for smoother returns.

To meet these specialised needs WM Capital Management have developed a range of Retirement Investment Solutions in conjunction with leading academics, which aim to provide a smoother investment journey than a traditional equity based portfolio could be expected to provide, with less risk of large market swings. At the heart of these strategies is "Trend Following".

If you are interested in finding out more then please click on our brochure and if you want to find out more about white labelling the solution then please do not hesitate to contact us: This email address is being protected from spambots. You need JavaScript enabled to view it.


To find out more about the philosophy behind our Retirement Investment Solutions, the webinar below features Andrew Clare (one of the UK’s leading academics from Cass Business school) who discusses the potential issues and solutions in respect of sequencing risk.

Please click here:

Additionally the white paper below discussus how trend following can be used as a solution to sequencing risk.

Please click here: Sequencing, Perfect Withdrawal Rates and Trend Following Investing Strategies