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 sub‑advisory services to a mix of individuals, families, trusts, estates, charitable organizations, businesses and institutional investors, including pension and profit‑sharing plans. Its services focus on selecting third‑party money managers, offering portfolio management through co‑advisory agreements and providing pension consulting. TWCI’s investment representatives assess clients’ financial needs, goals and risk tolerance and then recommend model‑based or customized portfolios available through third‑party asset managers such as Summit Global Investments, Betterment and The Pacific Financial Group. The firm does not exercise trading discretion itself; recommended managers execute trades, maintain custodial relationships and handle fee processing under their own agreements with clients. Notably, TWCI reports all of its $10.9 million in assets under management as non‑discretionary, so clients retain decision authority while third‑party managers implement strategies. The firm also has an affiliation with an insurance agency and several personnel are licensed insurance agents, and it relies on third‑party custodians (for example, Charles Schwab, Interactive Brokers, Fidelity and Betterment Securities) and does not vote client proxies.

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.

You can also browse The World Changers Investments, LLC's office locations.