A complete list of active advisors currently associated with Weil Associates, Inc.

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

Weil Associates, Inc. provides investment supervisory services, individual portfolio management (on both a discretionary and non-discretionary basis) and consulting to a small client base, managing roughly $23.5 million for about a dozen clients. Its client types include individuals (both non‑high‑net‑worth and high‑net‑worth), charitable organizations, and various businesses. The firm develops client-specific investment policies through personal discussions to establish objectives, time horizons, risk tolerance and liquidity needs, then implements those policies using a mix of fundamental, quantitative and qualitative analysis. Portfolios are monitored continuously with periodic reviews (monthly for some managed accounts and at least quarterly for others), and the firm employs a range of strategies including long and short positions, options, margin and hedging techniques when appropriate. Distinctive features include operating as a solo practitioner who also provides consulting on an hourly or fixed‑fee basis in addition to charging asset‑based (percentage‑of‑AUM) fees, and serving charitable organization clients and other institutional‑type entities alongside individual clients. The firm does not act as a private fund adviser, its principal is active in a small charitable foundation, and clients retain proxy‑voting responsibility rather than having votes cast by the adviser.

To learn more about the advisors currently working at Weil Associates, 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.