A complete list of active advisors currently associated with Willow Creek Capital Management, Inc.

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

Willow Creek Capital Management provides ongoing portfolio management and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm states there is no account minimum and prepares an Investment Policy Statement for each client to document objectives, tax considerations, time horizon, and risk tolerance. WCCM's investment process combines fundamental analysis and modern portfolio theory, emphasizes long-term trading, and tailors asset allocation and asset selection to each client's Investment Policy Statement; the firm typically seeks discretionary authority to implement portfolio decisions. It also offers ESG screening using Morningstar sources for clients who request it and delivers monthly account reporting through the custodian. Notable operational features include serving as portfolio manager within a wrap fee program sponsored by Raymond James and requiring clients to custody assets at Raymond James, a relationship that provides support services and may result in soft-dollar benefits. The firm discloses that some supervised persons are licensed insurance agents who may receive commissions for insurance or annuity sales, a potential conflict of interest it says it addresses in client disclosures and internal review, and most of the firm's assets are managed on a discretionary basis.

To learn more about the advisors currently working at Willow Creek 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.