Our Process

At Wickham Capital, our clients are the focal point of our investment process. We understand that all our clients have varying goals, objectives, needs, and risk tolerance when it comes to their investments. So, we develop each client portfolio to meet their own constraints and risk levels to preserve their long-term financial outlook.


We believe the most effective method to help our clients achieve their desired outcomes is through active management of passive investments. When creating a customized investment plan, we build diversified portfolios utilizing common stocks, bonds, and mutual funds with sound historical performance.