A complete list of active advisors currently associated with Wipple Creek, LLC
Warmer can help you find a great advisor at Wipple Creek, LLC or one who fits your needs even better.
Wipple Creek, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, managing approximately $27 million across a small client base of about 26 accounts. The firm also offers a client-only subscription newsletter that addresses market views and investment recommendations. Wipple Creek documents client goals and constraints in an Investment Policy Statement and implements long-term strategies informed by Modern Portfolio Theory across stocks, bonds, ETFs, mutual funds and select private or real estate funds. The advisor generally operates with discretionary trading authority, tailors allocations to client-imposed restrictions, and performs quarterly account reviews. What is distinctive for this one-advisor firm is its quarterly subscription newsletter (identified in the brochure) that may include specific buy and sell recommendations — a service that is uncommon among similarly structured independent advisers. Operationally, the firm requires use of a single qualified custodian (Schwab Institutional) and does not aggregate trades across client accounts, choices that can influence execution and allocation outcomes.
To learn more about the advisors currently working at Wipple Creek, 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.
Name |
Location |
Years of experience |
|---|---|---|
Vancouver, WA
| 37
|
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