A complete list of active advisors currently associated with Wilson Investment Services

Warmer can help you find a great advisor at Wilson Investment Services or one who fits your needs even better.

Wilson Investment Services provides discretionary portfolio management and financial planning to individual and high-net-worth clients. It offers ongoing management across mutual funds, equities, ETFs (including U.S., foreign, and precious-metal ETFs), fixed income (including inflation-protected bonds), publicly traded REITs and unit investment trusts. The firm documents client objectives in an Investment Policy Statement and conducts periodic account reviews while generally managing accounts without prior trade-by-trade client approval. Its investment process emphasizes technical and charting analysis alongside fundamental methods, pursuing primarily long-term strategies while occasionally employing short-term trading, covered-call overlays and ETF hedges when suited to client needs. Noteworthy features relative to peers include the firm’s predominant use of technical/charting analysis and explicit use of covered calls and ETF hedging as part of its toolkit, as well as a willingness to include precious-metal ETFs and TIPS in client portfolios. The adviser operates as a small practice with a modest number of client relationships, may receive custodial research or other soft-dollar benefits, and recently added a new qualified custodian relationship.

To learn more about the advisors currently working at Wilson Investment Services, 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.