A complete list of active advisors currently associated with WRK Investments, LLC

Warmer can help you find a great advisor at WRK Investments, LLC or one who fits your needs even better.

WRK Investments, LLC provides discretionary investment management to individuals, high net worth clients, families, trusts, estates and small businesses, managing roughly $9.4 million in client assets as reported in the brochure. Services include customized portfolio construction, development of investment policy statements, and ongoing account supervision using exchange-listed equities, ETFs, ADRs and select index funds. The firm’s investment process emphasizes proprietary fundamental and cyclical research with a focus on mid, large and mega-cap equities, and generally favors long-term holdings consistent with client goals. At the same time, WRK discloses it may use short positions, margin and options and occasionally employ short-term, concentrated or tactical (market-timing) strategies and cash hedges, an approach that is less common among independent solo practitioners. Notable disclosures in the brochure include prior administrative orders by the Ohio Division of Securities in 2016 and 2017 related to recordkeeping, a civil complaint tied to option trades that was dismissed in 2018, and a bankruptcy filing related to that litigation. The firm also states it is fee-only, does not accept custody of client assets, and provides direct management on accounts where clients select their own custodians.

To learn more about the advisors currently working at WRK Investments, LLC, 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.