A complete list of active advisors currently associated with Clutinger Williams & Verhoye Inc
Warmer can help you find a great advisor at Clutinger Williams & Verhoye Inc or one who fits your needs even better.
Clutinger Williams & Verhoye provides personalized, fee‑only investment management and ongoing advisory supervision to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses, with a client base that includes high‑net‑worth and individual investors. The firm also performs occasional one‑time portfolio analyses (for example, probate/executor engagements) for clients who do not seek continuous management. The firm follows an active, tactical asset allocation approach using individual stocks, bonds, ETFs and some closed‑end funds, combining value and “growth at a reasonable price” selection and monitoring sector weightings; portfolios may be exited entirely when internal economic and technical analysis indicates heightened market risk. Accounts are managed primarily on a discretionary basis and reviewed with monthly portfolio appraisals and a quarterly “Economic & Market Outlook” for clients and their advisors. Several operational and compliance features distinguish the firm from many small advisors: it operates as a strictly fee‑only adviser that does not accept commissions, maintains specific personal‑trading controls (employee purchases are restricted until at least five clients have bought a security or 30 days have passed), and conducts quarterly reviews of employee trades. The firm is long established (founded in 1970) with a three‑advisor team holding professional credentials and permits a range of strategies — including option writing, short sales, margin and futures — that may be less common among similarly sized firms.
To learn more about the advisors currently working at Clutinger Williams & Verhoye Inc, 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 |
|---|---|---|
San Diego, CA
| 24
| |
San Diego, CA
| 0
| |
San Diego, CA
| 28
|
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