A complete list of active advisors currently associated with The World Changers Investments, LLC

Warmer can help you find a great advisor at The World Changers Investments, LLC or one who fits your needs even better.

The World Changers Investments, LLC provides investment management and co-advisory services to individuals, families, trusts, estates, charitable organizations, businesses and institutional investors, including pension and profit-sharing plans. The firm works with third-party asset managers to implement portfolios and reports about $9.64 million in assets under management across 32 client relationships with two advisors. TWCI’s approach centers on assessing clients’ financial needs and risk profiles and then selecting appropriate model or customized strategies available through third-party money managers (for example, Summit Global Investments and Betterment). TWCI does not hold client assets itself and relies on custodial statements and manager reports while third-party managers typically exercise discretionary trading authority under separate agreements. Notably, TWCI has ties to the insurance industry: several personnel are licensed insurance agents and a related person operates as The World Changers Agency, a relationship that is less common among firms of this size. The firm also emphasizes sub‑advisory relationships and manager selection rather than proprietary portfolio management, and it does not vote client proxies, which delineates trading and proxy responsibilities for clients.

To learn more about the advisors currently working at The World Changers Investments, 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.