A complete list of active advisors currently associated with World Class Unlimited, Inc.

Warmer can help you find a great advisor at World Class Unlimited, Inc. or one who fits your needs even better.

World Class Unlimited, Inc. provides discretionary investment advisory and financial planning services to individuals (including high net worth clients), trusts and estates, charitable organizations, and business entities. In addition to portfolio management and planning, the firm also offers tax, payroll, and insurance services and refers clients to an affiliated insurance agency. The firm manages client accounts on a discretionary basis after an initial assessment of investment objectives, risk tolerance, and financial circumstances, and provides ongoing monitoring and rebalancing. Its investment implementation emphasizes relative-strength trend-following and technical analysis, typically using concentrated 4–6 position portfolios constructed with ETFs and mutual funds and employing a cash filter to manage exposure. Noteworthy aspects include the integration of investment advice with accounting-like tax and payroll services and ownership of an insurance agency; associated persons are licensed insurance agents and may earn commissions on insurance sales, a conflict the brochure discloses. The firm also operates on a discretionary-only model, does not participate in wrap-fee or performance-fee programs, and does not vote proxies on client securities.

To learn more about the advisors currently working at World Class Unlimited, 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.