A complete list of active advisors currently associated with Shai Weinbaum Investment Management
Warmer can help you find a great advisor at Shai Weinbaum Investment Management or one who fits your needs even better.
The firm provides discretionary investment management to individuals, high‑net‑worth clients, and small businesses, with most current accounts held by individual clients. It manages approximately $421,000 across six client accounts and customizes portfolios to fit each client’s objectives. Investment decisions follow a bottom‑up, fundamental analysis focused on intrinsic value and long‑term (five‑year plus) outperformance relative to broad market indices. The adviser conducts all research in‑house, does not use margin, debt, or derivatives, and explicitly avoids technical or cyclical analysis, treating permanent loss of capital rather than short‑term volatility as the primary risk. Noteworthy operational features include acceptance of only discretionary accounts while not maintaining custody of client assets or automatically debiting fees; clients are expected to provide custodian access and pay fees directly, and the firm requires a separate advisor login to custodial portals to exercise trading authority. The adviser also discloses that a majority of their liquid personal assets are invested in a manner similar to client portfolios and recommends Charles Schwab as a custodian without receiving referral compensation.
To learn more about the advisors currently working at Shai Weinbaum Investment Management, 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 |
|---|---|---|
Suquamish, WA
| 5
|
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