Overview of WFS Funds

We provide a well-known type of alternative investment opportunity, but our unique strategies allow investors to avoid some of the negative side-effects that are often tied to hedge fund investments.

How WFS Funds are Different

• Like other hedge funds, our funds employ strategies that expose the investor to unusual and complex areas of risk. However, we have a fund that is conservative and less aggressive than the overall stock market, while still producing stock market-like returns. This strategy could be considered an alternative to other fixed income strategies. Like other hedge funds, our funds risk architecture may be complex.
  
  
• Most hedge funds implement leverage to intensify returns. Without leverage these other funds may only produce a few percentage points of profit per year. Borrowing against your investment and using the borrowed funds to leverage up their strategy is a core component to their fund creating a reasonable profit. However, debt leverage also creates a significantly highwe risk to the investor. Warren Financial manges the risks by offering a strategy that uses zero leverage.
  
  
• Other hedge funds withhold investments, causing difficulty for those looking to redeem assets. The reasoning behind this is that many funds invest assets that have a low level of liquidity. We provide a strategy that is liquid. While we still implement some of the standard clauses you would find in any hedge fund, all of the assets in the fund are easily valued and traded daily on an exchange, causing withdrawl of investments to be possible.