A complete list of active advisors currently associated with Wingert Investment Management, LLC

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

Wingert Investment Management, LLC is a state-registered, single-advisor independent firm that provides discretionary and non-discretionary portfolio management to individual clients, including fiduciary investment advice for retirement accounts. The firm reports approximately $2.43 million in discretionary assets under management and serves a very small client roster. The firm follows a value-oriented equity approach, favoring companies with strong balance sheets and relatively high cash versus market capitalization, and will hold funds in money-market instruments when suitable securities are not available. For clients who meet suitability requirements, it also uses listed options strategies — selling covered calls, purchasing long puts, and selling cash-secured puts — as part of separately managed accounts. Noteworthy distinctions include the firm’s small scale and concentrated client base combined with explicit use of derivatives in managed accounts, a practice that is uncommon among independent peers. The brochure also discloses a past customer complaint involving the firm’s principal that was settled in 1996, and the firm limits its advice to listed equities, listed options, ETFs, bonds, CDs, and money-market instruments rather than offering guidance on mutual funds, insurance products, futures, or commodities.

To learn more about the advisors currently working at Wingert Investment Management, LLC, 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.