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 Inc. provides discretionary portfolio management and related financial planning services to individuals (including high-net-worth clients) as well as pension and profit-sharing plans. Services include creation of an Investment Policy Statement, ongoing portfolio monitoring, and pension consulting for retirement plans; the firm generally charges asset-based fees and notes a $500,000 portfolio minimum that it may waive. The firm documents clients’ goals, tax considerations, time horizon and risk tolerance and primarily uses fundamental analysis to construct portfolios using institutional mutual funds, ETFs, individual securities and fixed-income instruments. Wittenberg typically operates with discretionary trading authority, implements strategies that can include options for hedging or income, and conducts at least annual reviews with ad hoc reviews as client circumstances change. Compared with many peers, the firm discloses a relationship with an affiliated accounting practice that may provide accounting services to its clients, a referral dynamic that the brochure highlights as a material relationship. Wittenberg also emphasizes its role in providing ERISA-consistent pension consulting while managing roughly $89 million in discretionary assets with a small advisory team, which may lead to more centralized oversight than larger advisory firms.
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.
Name |
Location |
Years of experience |
|---|---|---|
Troy, MI
| 1
| |
Troy, MI
| 4
| |
Troy, MI
| 11
|
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