A complete list of active advisors currently associated with Wernau Asset Management

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

Wernau Asset Management provides fee-based discretionary and non‑discretionary investment management and consulting to individuals (including high net‑worth clients), trusts, estates, charitable organizations, corporations and other business entities. The firm also offers hourly consulting and negotiated fixed‑fee planning and family office services for more complex engagements. The firm follows a value‑oriented approach that combines fundamental, cyclical and technical analysis and allocates across mutual funds, ETFs, individual equity and fixed‑income securities to meet client objectives. For clients who authorize active strategies, Wernau implements option‑writing, short sales, margin trading and other derivatives strategies within separately managed accounts. Noteworthy features include an affiliation with an accounting/consulting practice and the firm’s participation in private investment LLCs that include some client partners, activities more commonly associated with fund sponsors or syndicators; these arrangements are disclosed and governed by its Code of Ethics. The firm operates with a small advisory team managing roughly $203 million for about 100 clients and reports acting as trustee or having custody for select client accounts subject to independent surprise audits.

To learn more about the advisors currently working at Wernau Asset Management, 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.