A complete list of active advisors currently associated with Weinberg Advisory Group

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

Weinberg Advisory Group serves individual investors, including high-net-worth clients, and works with endowments, foundations, trusts, pensions, nonprofits and small institutions. The firm provides ongoing portfolio management and client-initiated consultation services, and will manage assets invested in variable annuities when agreed. The firm’s investment approach blends Modern Portfolio Theory with a proprietary equity selection process that screens roughly 8,000 companies and applies bottom-up ranking, correlation analysis and technical signals to construct concentrated, long-only equity portfolios (and a separate balanced strategy). It generally favors direct security selection over mutual funds or pooled products, implements broad asset-allocation across equities, fixed income and cash, and rarely uses leverage. Noteworthy distinctions include the systematic use of option derivatives (covered-call writing) within separately managed accounts — an uncommon practice among peers — and two named in-house strategies supported by an active stock-screening engine. The firm’s brochure also discloses two disputed state tax liens and describes a small advisory team overseeing about 52 client relationships and approximately $55 million in discretionary assets.

To learn more about the advisors currently working at Weinberg Advisory Group, 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.