A complete list of active advisors currently associated with Wojick Capital Management

Warmer can help you find a great advisor at Wojick Capital Management or one who fits your needs even better.

Wojick Capital Management provides ongoing investment advisory services and financial planning primarily to individual and high-net-worth clients. The firm delivers written financial plans and portfolio design recommendations in addition to ongoing portfolio management and charges advisory fees based on assets under management alongside fixed-fee planning engagements. The firm follows a non-discretionary model for asset management: it determines securities and recommended transactions but obtains client approval before executing trades. Investment work draws on fundamental and cyclical analysis, with periodic (quarterly) account reviews and custodial relationships used to hold client assets. What distinguishes the firm is the concentration of reported assets under non-discretionary management — nearly all of its disclosed $4.9 million in client assets are managed with client approval required for each trade, across a small number of client relationships. The adviser is also licensed to sell insurance but the brochure explicitly discloses that insurance products will not be offered to clients, a disclosure intended to address that potential conflict of interest.

To learn more about the advisors currently working at Wojick Capital Management, 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.