Ramsey, NJ N Franklin Turnpike Office
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About
World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals and a range of institutional and retirement-plan clients, including 401(k), 403(b), pension, foundation and endowment accounts. Its services encompass wrap-fee programs, the World Managed Account Platform (WorldMAP) with advisor-managed, Cota Street, and third‑party manager models, third‑party money manager access via Envestnet, financial planning, and reporting/data-aggregation tools such as eMoney.
The firm deploys both discretionary and non-discretionary solutions and relies on model-based strategies as well as advisor-created customized portfolios, using fundamental, technical, and cyclical analysis supported by platform trading, rebalancing and monitoring tools (Vestmark, VAS, Envestnet). WIA discloses roughly $31.7 billion in discretionary and $39.9 billion in non-discretionary assets under management as of December 31, 2025, and offers tax-managed overlay and direct indexing (CSDI) services that are monitored and adjusted as part of its model oversight process.
Noteworthy features in WIA’s brochure include affiliations with broker‑dealers such as Goldman Sachs & Co. and World Investments, and multiple affiliated insurance entities (e.g., World Insurance Associates and PPIS), with some advisors also serving as registered representatives or insurance agents — arrangements WIA discloses as potential conflicts of interest. The firm also discloses participation in third‑party‑sponsored educational seminars, operation through a broad advisor network and platform relationships, the retention of portions of certain program fees (Program, TMO, CSDI) that can create economic incentives, and recent material changes reported in its annual brochure.
Based on World Investment Advisors, LLC
Expertise
Based on World Investment Advisors, LLC
Location
500 N Franklin Turnpike, Suite 104
Ramsey NJ 07446
Advisors at this office
5
Advisors at this office
David M
CFP®, Series 63, Series 65
Ramsey, NJ
World Investment Advisors, LLC
David Mowad is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with World Investment Advisors, LLC and has previously worked at The Strategic Financial Alliance, Inc., Kolinsky Wealth Management, LLC, and American Portfolios Financial Services, Inc. Outside of advisory work, he was the owner of David Mowad Tile Installation, Inc. for 14 years. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals, institutions, and retirement-plan clients. The firm offers both discretionary and non-discretionary investment solutions using model-based and customized portfolios supported by various platform trading and monitoring tools.
Jason K
CFP®, Series 63, Series 65
Ramsey, NJ
World Investment Advisors, LLC
Jason Kolinsky is a CFP® professional with 16 years of industry experience. He currently works at World Investment Advisors, LLC and has held prior roles at The Strategic Financial Alliance, Inc., Kolinsky Financial Group, Inc., and Kolinsky Wealth Management, LLC. In addition to his advisory work, he serves as a member of KWM TPA Services, LLC, which provides administrative services for qualified retirement plans. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals and institutional clients, including retirement plans, foundations, and endowments. The firm offers both discretionary and non-discretionary portfolio management using model-based and customized strategies, along with financial planning and advanced reporting tools.
Chad K
CFA®, Series 63, Series 65
Ramsey, NJ
World Investment Advisors, LLC
Chad Kolinsky is a CFA® charterholder with 10 years of industry experience. He is currently with World Investment Advisors, LLC and has held roles at several firms, including The Strategic Financial Alliance, Inc. and American Portfolios Financial Services, Inc. He is also involved in non-variable insurance sales. World Investment Advisors, LLC is an SEC-registered investment adviser serving individual, institutional, and retirement-plan clients. The firm offers portfolio management, advisory services, and model-based strategies supported by various trading and monitoring platforms.
David C
Series 63, Series 66
Ramsey, NJ
World Investment Advisors, LLC
David Ciano is a financial advisor with World Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at The Strategic Financial Alliance, Inc., American Portfolios Financial Services, Inc., and Kolinsky Wealth Management LLC. Outside of advisory services, he is involved in non-variable insurance sales and annuities. World Investment Advisors, LLC is an SEC-registered investment adviser offering portfolio management and advisory services to individuals and institutional clients, including retirement plans and endowments. The firm provides a range of solutions utilizing model-based and customized portfolios, supported by advanced trading and monitoring tools.
Steven K
ChFC®, Series 63, Series 65
Ramsey, NJ
World Investment Advisors, LLC
Steven Kolinsky is a financial advisor at World Investment Advisors, LLC with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining World Investment Advisors, he was involved with Kolinsky Wealth Management LLC and The Strategic Financial Alliance, Inc. He also owns a business providing pension plan administration services. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals as well as institutional and retirement-plan clients. The firm offers portfolio management, advisory services, and a range of model-based and customized investment strategies supported by various trading and monitoring platforms.
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