A complete list of active advisors currently associated with Wellington Capital Management, Inc

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

Wellington Capital Management is an independent, single-advisor investment adviser that provides discretionary portfolio management and investment counseling to a select group of private individuals, partnerships, and trusts. The firm works with taxable and tax-advantaged accounts, including trusts, family limited partnerships, and retirement plans, and reports serving roughly 60 clients. The firm describes a conservative, long-term investment approach that emphasizes U.S. large-cap equities and high-quality fixed-income securities, with occasional use of ADRs, mutual funds, and ETFs as appropriate. Client strategies are individualized for objectives such as appreciation, income, liquidity, and risk tolerance; accounts are managed on a discretionary basis and equity positions are generally expected to be held for multiple years. Notable operational features include that a single principal conducts account reviews and client interactions and that the firm has a formal Code of Ethics with personal-trading procedures (personal trades are aggregated with client trades or executed after client transactions). The firm also does not vote client proxies (clients receive solicitations directly), typically recommends a primary custodian for operational efficiencies and research access, and reports it does not accept third-party referral compensation.

To learn more about the advisors currently working at Wellington Capital Management, 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.