A complete list of active advisors currently associated with WLH Management Co., Inc.
Warmer can help you find a great advisor at WLH Management Co., Inc. or one who fits your needs even better.
WLH Management Co., Inc. provides ongoing portfolio management and financial planning services to individual and high‑net‑worth clients. The firm prepares client‑specific Investment Policy Statements and offers discretionary investment supervisory services primarily using mutual funds and insurance products, including annuities. The firm tailors portfolios to each client’s goals, income, tax situation, and documented risk tolerance and conducts at least quarterly reviews of accounts. Its investment methods include charting and technical analysis, and it may employ both long‑ and short‑term trading strategies, including short sales, which the brochure notes carry material risk. Distinctive features include that the firm’s principal conducts separate brokerage and insurance activities and accepts commissionable compensation for the sale of securities and insurance products; WLH documents those conflicts and informs clients that they may purchase recommended products elsewhere. The brochure also discloses a prior consent order related to minimum net capital that was resolved with amendment and penalty, and the firm manages client assets in‑house rather than using third‑party managers.
To learn more about the advisors currently working at WLH Management Co., 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 |
|---|---|---|
Collierville, TN
| 42
|
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