WAM was formed in 1997 with the goal of providing expert investment advice to small- and mid-sized investors; people who otherwise lacked access to quality investment professionals. As opposed to large advisory firms or brokerage companies with very high minimum balance requirements and equally daunting bureaucracies, Greg personally plans, implements and supervises the investments for every client. There are no junior associates learning the ropes with your money and no customer service departments to wade through to get your questions answered.
Our natural conservatism and innovative approach to investing through dynamic sector rotation (the topic of a chapter that Greg wrote for The Black Book on Personal Finance) sets us apart from the thousands of other investment advisors and brokers. There is no cookie-cutter approach to investing here. When designing a portfolio, our foremost objectives are the preservation of capital and the creation of a reliable stream of current income. The best way to build wealth is to minimize losses and maximize dividends and interest. Historically, more than 50% of investment returns have come from income, not capital gains. Yes, dividends do matter!
We are pleased to offer clients an investment strategy and portfolio designed to meet their particular needs. We are disciplined, tax-efficient investors who buy quality securities that meet your needs today and for all the stages of your life. We call this financial process a LifePlan. (For more information, please review the LifePlan brochure).
At WAM, our goal is to earn positive "absolute" returns for our clients every year. What does that mean? It means that we don't just want to beat the S&P 500 - we want to make money year in and year out. While some managers would be satisfied to lose only 15% in a year that the market dropped 20%, we wouldn't. And neither would you.
Who is Greg Werlinich?
Prior to forming WAM, Greg spent 5 years with a private investor and venture capitalist. During that time he earned an Executive MBA in Finance from the Stern School of Finance at New York University. Prior to that he earned a Bachelor of Arts from Princeton University. An avid sportsman, Greg is an accomplished golfer and skier, and is proud to be a nationally ranked Masters swimmer. To learn more about his background, please go to Forms and Downloads and read Greg's ADV.
Greg was a frequent guest on the Fox News channel, where he discussed his views on the market or picking stocks on such shows as "Your World with Neil Cavuto", "Cashin' In with Terry Keenan" and "Forbes on Fox." Clips of his appearances can be seen in WAM in the Media. More recently, Greg has been a frequent guest on the weekly pod cast "Ahead of the Curve" and the daily pod cast "Before the Bell", both hosted with Bobby Ilich. Links to these shows can also be found in "WAM in the Media". Greg has also co-authored The Black Book on Personal Finance. The Black Book can be bought online at amazon.com or in your local bookstore. For more information, you can visit the publisher's website by clicking here.