Wehling Investment Management

The firm is a state‑registered independent adviser operated by a single investment professional that provides ongoing portfolio management for individuals and trusts, including higher‑net‑worth clients. It does not offer financial planning and requires a written advisory agreement before beginning services.

Investment decisions are driven by fundamental analysis and a concentrated, buy‑and‑hold approach to individual U.S. and developed‑market common stocks, with the firm willing to hold substantial cash or Treasury bills when it cannot find suitable opportunities. The firm generally does not use bonds, margin, options, or short selling, and it assesses advisory fees only on the individual securities the firm selects and manages (excluding cash, Treasury bills, index funds, and ETFs).

Distinctive operational features include that the adviser is newly established and operates with very modest assets under management despite a stated account minimum, while the sole investment professional maintains full‑time employment outside the firm and devotes limited weekly hours to the advisory practice. The firm requires clients to use a specific custodian it designates, includes binding arbitration in its client agreement, and discloses that it will absorb losses from its trading errors (with any gains left in client accounts), all of which may affect execution, oversight, and client experience relative to peers.