A complete list of active advisors currently associated with WTO Advisors, LLC
Warmer can help you find a great advisor at WTO Advisors, LLC or one who fits your needs even better.
WTO Advisors provides discretionary and non-discretionary portfolio management to individual and high‑net‑worth clients, creating individualized investment policy statements, selecting asset allocations, and monitoring portfolios on an ongoing basis. The firm also offers subscription services, including a no‑cost newsletter that provides specific recommendations on purchasing and selling securities, sectors, or asset classes. The firm’s investment process is grounded in Modern Portfolio Theory and a long‑term trading approach, with portfolios generally composed of mutual funds, fixed‑income securities, real estate funds (including REITs), ETFs (including precious‑metal ETFs), and non‑U.S. securities. WTO tailors allocations and documents risk tolerance in each client’s IPS, seeking fair allocation of opportunities across client accounts and conducting at least quarterly reviews. A distinctive feature is the fee‑free newsletter that issues timed buy/sell recommendations, an offering uncommon among peers. WTO requires clients to custody assets with National Advisors Trust Company and discloses that it may receive research or services from custodians (soft‑dollar benefits); the firm manages roughly $84.6 million across about 78 client accounts, a scale that informs its operational practices.
To learn more about the advisors currently working at WTO Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Edmond, OK
| 9
|
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