A complete list of active advisors currently associated with Wulff, Hansen & Co.

Warmer can help you find a great advisor at Wulff, Hansen & Co. or one who fits your needs even better.

Wulff Capital Management is the investment-advisory division of Wulff, Hansen & Co. It provides discretionary portfolio management and limited non‑recurring investment consultation to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and charitable institutions, generally charging asset‑based (percentage‑of‑AUM) fees. The firm constructs customized portfolios of relatively liquid publicly traded securities, relying primarily on fundamental and cyclical analysis and a generally long‑term holding orientation while generally avoiding margin, private placements, and highly speculative instruments. It states it will act as a fiduciary for retirement accounts when applicable and tailors recommendations to a client’s income needs, time horizon, tax and liquidity considerations. Distinctive for a firm of this size, Wulff, Hansen & Co. is also registered as a municipal advisor and maintains broker‑dealer activity, and some staff conduct retail brokerage through affiliated or unaffiliated broker‑dealer arrangements while providing municipal advisory services to public entities. The brochure emphasizes that advisory relationships are managed separately from those other activities, that some staff have outside responsibilities that may limit time devoted to advisory work, and that the firm does not accept general custody or routinely vote client proxies.

To learn more about the advisors currently working at Wulff, Hansen & Co., 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 Wulff, Hansen & Co.'s office locations.