A complete list of active advisors currently associated with Womack Investment Advisers, Inc
Warmer can help you find a great advisor at Womack Investment Advisers, Inc or one who fits your needs even better.
Womack Investment Advisers provides discretionary portfolio management, financial planning, wealth management and consulting primarily for individual and high-net-worth clients as well as small businesses, trusts and charitable organizations. The firm offers model-based programs (CORE and Specialty model portfolios), a third‑party manager selection service, and a separately managed Individual Stocks and Options Program for clients who want individualized equity and options exposure. The firm constructs portfolios using a mix of individual securities, mutual funds and ETFs informed by fundamental and technical analysis, a client risk questionnaire, and periodic rebalancing to targeted allocations; it also uses selected sub‑advisers and third‑party managers when appropriate. Advice and implementation ranges from multi‑fund, buy‑and‑hold CORE Models to customized Specialty Models and the ISOP, with ongoing account reviews and client reporting. Compared with many peers, Womack explicitly offers educational seminars and publishes client materials (including book and small‑group study content) and discloses an affiliated publishing entity that produces those materials. The firm also discloses insurance‑related activities (some IARs are licensed to sell insurance and there is an affiliated insurance entity) and the use of options and other derivative strategies in separately managed accounts (including covered calls and cash‑covered puts), features that are uncommon among similarly sized supported advisory firms.
To learn more about the advisors currently working at Womack Investment Advisers, 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.
You can also browse Womack Investment Advisers, Inc's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Edmond, OK
| 19
| |
Indianapolis, IN
| 17
| |
Edmond, OK
| 38
|
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