A complete list of active advisors currently associated with Wittenberg Investments Inc.

Warmer can help you find a great advisor at Wittenberg Investments Inc. or one who fits your needs even better.

Wittenberg Investments provides discretionary portfolio management, integrated financial planning (generally only to clients who engage for portfolio management), and pension/401(k) consulting to individuals and retirement plans. The firm’s Form ADV shows it manages about $89.3 million in discretionary assets across roughly 133 client accounts and uses percentage-of-assets pricing with a stated $500,000 account minimum that the firm may waive. The firm documents client objectives and risk tolerance in an Investment Policy Statement and relies primarily on fundamental analysis, third‑party research, and institutional share‑class mutual funds, ETFs and individual securities to implement customized portfolios. Wittenberg generally seeks limited trading discretion, conducts at‑least‑annual portfolio reviews, and may employ option strategies (covered calls, spreads) and third‑party technology platforms to assist in portfolio construction and monitoring. Notable distinctions in the firm’s disclosures include an affiliated accounting practice whose owner may offer accounting services to Wittenberg clients, with the brochure explicitly stating clients are under no obligation to use that firm — an arrangement the adviser identifies as a potential conflict of interest. The brochure also describes participation in a custodian’s institutional programs that provide research, technology and other non‑monetary benefits to the firm; separately, the firm’s broader marketing reportedly includes client testimonials, a practice that is uncommon among similarly supported advisers.

To learn more about the advisors currently working at Wittenberg Investments Inc., 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.