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

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

Wisco Investment Management LLC provides ongoing portfolio management and advisory services to individuals (including high‑net‑worth clients), corporations, and nonprofit organizations, preparing an individualized Investment Policy Statement for each client. The firm manages portfolios composed of mutual funds, ETFs, equities, bonds, fixed income and alternative investments, and is also licensed as an intermediary to offer certain life insurance and fixed annuity products. WIM’s investment process emphasizes fundamental analysis and strategic asset allocation, using both long‑term and short‑term trading approaches to implement client plans and primarily constructing diversified portfolios with U.S.-listed ETFs while monitoring tracking error. Accounts may be managed on a discretionary or non‑discretionary basis, are reviewed at least semi‑annually by the advisory team, and clients receive quarterly reports from the custodian and the firm. The firm’s size and client servicing model are notable: it manages approximately $92 million in discretionary assets while serving about 448 clients across two advisors, resulting in a client load uncommon among peers. WIM requires clients to use its recommended custodian, does not participate in wrap fee programs, and maintains no account minimum, features that may affect execution and client access relative to other supported firms.

To learn more about the advisors currently working at Wisco 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.