A complete list of active advisors currently associated with Black & White Investment Management LLC

Warmer can help you find a great advisor at Black & White Investment Management LLC or one who fits your needs even better.

Black & White Investment Management LLC provides discretionary portfolio management to individual clients, using percentage-of-assets-under-management billing. The firm reports approximately $2.03 million in regulatory assets under management across six client relationships, indicating a very small client base and asset footprint. Its Form ADV Part 2A describes the firm’s portfolio management services and includes sections on methods of analysis and investment strategies (Item 8), account review procedures (Item 13), and brokerage and custody practices (Items 12 and 15), suggesting the advisor documents a formal process for research, trading, and oversight. The small number of clients implies the firm operates with a high degree of direct advisor-client interaction and potentially tailored implementation of strategy. What is most distinctive compared with many peers is the firm’s scale—both AUM and client count are well below typical independent advisors—which may affect capacity, service bandwidth, and the suitability of the firm for larger or institutional mandates. The brochure also contains disclosure sections such as performance-based fees (Item 6) and other financial industry activities and affiliations (Item 10), which a prospective client should review to understand any potential conflicts or special fee arrangements.

To learn more about the advisors currently working at Black & White Investment Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Robert Wachendorf	Waukesha, WI	21

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