A complete list of active advisors currently associated with Wimer Investment Management

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

Wimer Investment Management is an independent registered investment adviser that provides discretionary portfolio management to individuals, high‑net‑worth individuals, and business entities. The firm reports managing approximately $85.6 million across about 15 client accounts and documents each engagement with an Investment Policy Statement. The adviser applies fundamental analysis and modern portfolio theory to construct and monitor client portfolios, managing accounts on a discretionary basis and providing quarterly custodian reports. Investment strategies may include long‑ and short‑term trading and the use of mutual funds, ETFs (including precious‑metal ETFs), equities, fixed income, margin transactions and options strategies (including spreads and uncovered options). Notable operational features include a firm requirement that clients use Interactive Brokers, acceptance of soft‑dollar research benefits, and a policy of not aggregating (block) trades for multiple client accounts, all of which can affect execution and costs. The brochure discloses a settled client arbitration related to prior structured‑product trading that was resolved without an admission of wrongdoing, an item prospective clients may wish to review.

To learn more about the advisors currently working at Wimer Investment 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.