A complete list of active advisors currently associated with Wynne Capital Management, Incorporated

Warmer can help you find a great advisor at Wynne Capital Management, Incorporated or one who fits your needs even better.

Wynne Capital Management, Inc. provides investment supervisory and management services to individuals and high‑net‑worth clients, and also acts as a sub‑advisor to other investment advisors or fund advisors. As of 12/31/2024 the firm reported discretionary management of about $23.6 million across 12 client accounts, with client assets concentrated in mutual funds and bond funds. The firm’s process emphasizes fund selection informed by third‑party research and rating services and may employ a range of strategies — including short‑ and long‑term trading and short sales when appropriate — tailored to clients’ objectives and any standing investment restrictions. Clients may choose discretionary or non‑discretionary authority, and accounts receive daily trade monitoring, quarterly comprehensive reviews, and written reporting. Notably, Wynne accepts sub‑advisory mandates and may use performance‑based compensation for those sub‑advisory arrangements, a practice that is uncommon among independent advisory firms. To address the potential conflict of managing both performance‑fee and asset‑based accounts side‑by‑side, the firm maintains trade rotation and monitoring policies and discloses its use of institutional custodial services and related economic benefits.

To learn more about the advisors currently working at Wynne Capital Management, Incorporated, 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.