A complete list of active advisors currently associated with Wasi

Warmer can help you find a great advisor at Wasi or one who fits your needs even better.

WASI provides investment advisory and asset-management services to individuals, with a stated specialization serving employees of not‑for‑profit organizations, self‑employed individuals, and clients transferring or establishing retirement plan accounts. Services focus on portfolio management using mutual funds and ETFs (with limited individual stock advice), along with ongoing supervisory, administrative, and account‑implementation support. The firm emphasizes a long‑term buy‑and‑hold approach built from diversified mutual‑fund/ETF portfolios, drawing on fundamental, technical and cyclical analysis and daily market monitoring. Uncommonly for peers, WASI manages client accounts primarily on a non‑discretionary basis, requiring client approval for trade implementation and potentially affecting trade timing. WASI’s single‑advisor model supports an unusually large client roster—429 clients are reported and reviewers are described as handling 200–500 accounts—and the firm communicates with clients via a quarterly newsletter and a mutual‑fund performance list. The brochure also notes the firm does not take custody of client assets and does not vote client proxies, while limiting recommended securities primarily to mutual funds and ETFs.

To learn more about the advisors currently working at Wasi, 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.