Wlh Management CO., INC.

WLH Management Co., Inc. provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. WLH creates an Investment Policy Statement for each client to aid in selecting a suitable portfolio. WLH primarily uses mutual funds and insurance products, including annuities, but may use other securities for diversification. Clients can impose restrictions on investments, but WLH reserves the right to end the relationship if restrictions hinder service.