A complete list of active advisors currently associated with WHN Investor Services, Inc.

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

WHN provides discretionary investment management to high-net-worth individuals and offers institutional consulting to corporate retirement plans. Services include customized portfolio management and written investment policy statements for individuals, and asset-allocation advice, manager searches, and trustee/custodian search services for institutional clients. The firm builds customized portfolios generally composed of 25–30 individual holdings with an emphasis on large-cap, dividend-paying stocks and, as needed, U.S. Treasuries or high-quality corporate bonds; ETFs and mutual funds are used only infrequently. Clients receive a signed Investment Policy Statement, ongoing monitoring against customized benchmarks, and regular reporting, while the adviser typically executes trades on a discretionary basis through an established custodian relationship. WHN is notable among small independent advisers for providing pension consulting and manager-search services to institutional retirement plans, a service offering that fewer peers provide. The firm has operated in an advisory capacity since the early 1990s and combines that long tenure with a hands-on, manager-selection and custodian-evaluation focus that complements its individualized equity-focused portfolio construction.

To learn more about the advisors currently working at WHN Investor Services, 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.

Name	Location	Years of experience
William Niewoehner	Brookfield, WI	25

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