Menu
MESSAGE FROM FOUNDER
At Willor Trust, your financial future, peace of mind, and trust are paramount. We do not take these things for granted. Our clients are an extension of our family; and family comes first! The golden rule is the guiding principle of our firm. You have worked hard to secure your financial future and deserve the best through personalized relationships where your interests come before our own; this is not typical of our industry. Other financial service firms, including stock brokers, do not solely operate as a fiduciary.
We do! Other financial service firms, including stock brokers, are not always required to put their clients’ interests first. We are! We treat our clients the way we’d want to be treated! We want to help you achieve your financial goals and build a solid financial future using our proactive investment approach. With an equity-focused and active management style, we do not wait to react to market trends. We anticipate and seek to exploit market inefficiencies.
“For nearly 10 years, I’ve had the privilege of helping clients build financial security, grow their assets, provide for their children’s education, and secure their retirement income. Our process involves carefully analyzing each client’s individual circumstances, designing a portfolio that ‘fits’ their goals and objectives, monitoring and managing client assets in all market environments, and adhering to our firm’s guiding principle – The Golden Rule. We intend to delight our clients in helping manage their financial assets and providing real solutions that make a positive difference in each person’s life.”
-Dan P. Willor, MBA, CFP®
Founder of Willor Trust (New Zealand), Ltd.
Managing Principal, Managing Director for Asset Management
At Willor Trust, our allegiance is to the client and we can state with pride that we always put our clients’ needs first! As a Registered Investment Advisor (RIA), we have a legal and fiduciary duty to make decisions in our clients’ best interest 100% of the time.
• The Golden Rule is the guiding principle of our firm.
• We are committed to performing our services in a highly professional and ethical manner that never compromises our clients’ best interests and preserves our firm’s integrity and exemplary reputation.
• Objectivity, accountability, and teamwork are key characteristics in our daily business operations.
• We are not affected by any outside influences, kickbacks, revenue sharing, or perks.
• Our clients’ overall long-term well-being is our primary focus.
• As your fiduciary, loyalty and commitment to our clients always comes first!
• As a fee-based advisory firm, our success is directly tied to our clients’ success.
• Extensive education and experience tempered by sound judgment and strong character are indicative of the personal qualities of our employees, and are required for employment.
• Our experts utilize their educational backgrounds, experience, and unbiased market research to gain a thorough understanding of economic conditions and their impact on our clients’ finances.
• We believe knowledge is power and keep our clients informed with various forms of communication, such as personal phone calls, social media updates, newsletters, and emails.
• We believe it is important to be accountable to you for our results versus the market and, for that reason, we provide complimentary annual performance reviews.
MINIMUM INVESTMENT
Our minimum investment per account is EUR 2.5 Million.
This minimum may be reduced in select situations.
