A complete list of active advisors currently associated with Washington Financial Group, Inc.
Warmer can help you find a great advisor at Washington Financial Group, Inc. or one who fits your needs even better.
Washington Financial Group provides investment advisory and financial planning services primarily to individual and trust clients, including both high-net-worth and non-HNW households. The firm offers portfolio management (including separately managed accounts and in‑house mutual fund portfolios), estate planning advice, and the sale of insurance products as part of its service mix. The firm’s investment process is centered on a dynamic asset‑allocation framework that begins with a risk tolerance analysis to produce a client‑specific asset and funds allocation, with tactical over‑ and under‑weighting of sectors or styles the adviser expects to be in favor over the next 12–18 months and a general long‑term bias toward equities. It routinely uses third‑party money managers and platform due diligence (including Schwab Institutional and Envestnet) and evaluates managers using multi‑period performance and risk metrics (YTD, 1/3/5/10 years, best/worst quarters and years, Sharpe, beta, etc.). Compared with many peers, the firm combines advisory services with insurance brokerage activity and accepts commissions and 12b‑1 distribution fees (which it may credit against advisory fees), and it documents arrangements to introduce clients to other investment advisers or managers under solicitation/introducing agreements. The brochure also emphasizes the firm’s reliance on detailed manager performance data when selecting TPMs and its stated practice of occasionally using margin or credit to meet client cash needs — operational features that are less common among similar supported firms.
To learn more about the advisors currently working at Washington Financial Group, 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 |
|---|---|---|
Osterville, MA
| 33
| |
Osterville, MA
| 3
|
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