Widener & Asher Asset Management LLC

Widener & Asher Asset Management LLC provides portfolio management and comprehensive financial planning for individuals, trusts, charitable organizations, pension plans, and select institutional clients, and the firm reports serving insurance company clients — an uncommon client type for firms in this peer group. Its services include retirement planning, investment strategy, and cash‑flow management, and the firm primarily manages client accounts on a discretionary basis.

The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes identifying and managing risk through diversification, asset allocation, rebalancing, and minimizing expenses, typically using readily marketable ETFs, mutual funds, stocks, bonds, and options. Investment decisions incorporate fundamental, quantitative, and qualitative analysis and draw on third‑party research sources such as Morningstar, Standard & Poor’s, Lipper, and Bloomberg, with strategies tailored to each client’s financial situation and risk tolerance.

Noteworthy aspects include the firm’s mix of individual and institutional work — including reported insurance company and pension plan clients — and principals with extended experience in financial planning and retirement‑plan administration, one of whom previously worked on numerous retirement plans. The firm operates under a formal Code of Ethics, maintains professional liability insurance, provides annual written portfolio reviews, and uses a qualified custodian for trade execution and custody.