A complete list of active advisors currently associated with Group W Investment Management LLC

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

Group W Investment Management LLC provides discretionary portfolio management and investment advice to individuals, estates, trusts, charitable organizations, and businesses. The firm reports approximately $18.6 million in assets under management and generally requires a $250,000 minimum account size, with waivers available at the firm’s discretion. The firm’s investment approach emphasizes long-term goals and tax efficiency and uses a three‑class framework of equities, fixed income, and cash. Equity selection is driven by fundamental, value-oriented analysis (metrics such as P/E, debt/equity, profit margin, return on assets, and dividend yield), and the brochure notes portfolios may be relatively concentrated; fixed-income allocations include U.S. Treasuries, corporate and municipal bonds, CDs, and ETFs. Distinctive features include serving corporate or business clients in addition to individual and nonprofit clients, a client type reported by a minority of similar independent advisers. The firm’s principal holds the CFA designation, the firm was founded in 2003, the principal reports significant income from a personal investment portfolio, and the firm does not take custody of client assets while retaining proxy-voting authority with records available on request.

To learn more about the advisors currently working at Group W 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.