A complete list of active advisors currently associated with Wedgewood Partners, Inc.

Warmer can help you find a great advisor at Wedgewood Partners, Inc. or one who fits your needs even better.

Wedgewood Partners, Inc. is an SEC‑registered investment adviser that manages a Large Cap Growth equity strategy for individuals, high‑net‑worth clients, institutions, and investment companies. The firm provides discretionary portfolio management both directly and through third‑party platforms, and it manages assets in conjunction with wrap fee and Unified Managed Account (UMA) programs. Wedgewood’s investment approach centers on concentrated, long‑term ownership of roughly 20 large‑cap growth companies selected from a screened universe of 500–600 names, combining quantitative profitability screens with qualitative franchise and competitive‑advantage analysis. Portfolios are constructed for low turnover and long holding periods, with explicit acknowledgement that concentration can raise volatility and the risk of permanent capital loss. Compared with many peer teams, Wedgewood routinely serves as a sub‑adviser to registered investment companies and participates in multiple third‑party wrap and UMA programs, receiving a portion of wrap fees and providing model portfolios to sponsors. The firm also engages third‑party marketers and solicitation arrangements (including a minority ownership link and referral relationship with an external adviser and an agreement with a distribution firm) and discloses policies to avoid duplicate management fees when clients hold the affiliated mutual fund.

To learn more about the advisors currently working at Wedgewood Partners, 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.