A complete list of active advisors currently associated with Weatherly Asset Management

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

Weatherly Asset Management serves individual and institutional clients — including trusts, retirement plans, charitable organizations and small businesses — with discretionary portfolio management and comprehensive financial planning. The firm manages roughly $1.68 billion in client assets across a multi-advisor team and also provides retirement-plan consulting and family-office style services on a bespoke basis. Investment decisions combine a top-down macroeconomic view with bottom-up fundamental research, emphasizing mid- to large-cap core equities and high-quality, intermediate-maturity fixed income, with selective use of ETFs and no‑load mutual funds. Portfolios are managed by an investment committee and team-based workflow, with daily monitoring and regular client communications including quarterly performance reports. Distinctive features include a minority ownership interest in the parent of National Advisors Trust Company, to which the firm may refer clients for trust services (a relationship the brochure discloses as a potential conflict of interest). The firm also publishes a monthly blog and a quarterly newsletter called the “Weather(ly) Report,” and participates in a broker referral program through a major custodian, which generates client referrals under a documented solicitor arrangement.

To learn more about the advisors currently working at Weatherly Asset 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.