A complete list of active advisors currently associated with Werlinich Asset Management, L.L.C.

Warmer can help you find a great advisor at Werlinich Asset Management, L.L.C. or one who fits your needs even better.

Werlinich Asset Management, L.L.C. provides discretionary investment management primarily to individuals, personal trusts and charitable foundations and also offers financial planning consultations covering income and estate tax planning, retirement and college planning and insurance analysis. The firm works with both high-net-worth and non-HNW individual clients and develops personalized investment policies through direct client discussions. Investment strategy is centered on a top‑down sector-rotation approach, with portfolios generally built from individual equities and a limited number of ETFs rather than broad mutual fund lineups. The firm favors established, dividend‑paying companies alongside select growth technology stocks and emphasizes tax efficiency by holding securities for more than one year and trading infrequently to manage client tax outcomes. What is distinctive is the firm’s scale relative to staffing: it manages roughly $209 million of discretionary assets with a single advisory principal, a level of AUM per advisor that is uncommon among similarly supported firms and supports a relatively small client roster. The firm also participates in an institutional custody and services program, conducts formal quarterly reviews with more frequent informal monitoring, and discloses that it may recommend private placements or have concurrent ownership/directorship interests in certain private investments.

To learn more about the advisors currently working at Werlinich Asset Management, L.L.C., 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.

Name	Location	Years of experience
Gregory Werlinich	Stamford, CT	3

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