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Werlinich Asset Management, LLC (WAM) is an independent, fee-only investment advisory firm. We provide customized portfolio management solutions designed to meet the unique needs of each client. We are patient, long-term, tax-efficient investors with a decade-long history of helping our clients build and protect their wealth. As a fiduciary, we have a legal obligation to put the needs and interests of our clients above our own. We specialize in working with people who demand honest, unbiased, and reasonably-priced advice from a firm that takes their needs seriously . . . whether they have $50,000 or $5,000,000 to invest. So give us a call and ask us how we can help you and your family achieve your financial goals.
Special Announcements
WAM was recognized in 2006 by Financial Advisor magazine as the 28th fastest growing investment advisory firm with assets under management of less than $100 million. To view the survey in its entirety, please click here.
WAM was also ranked, out of over 1,500 participating firms, as one of the top-performing money managers in the third and fourth quarters of 2005, according to Thomson Nelson Information's World's Best Money Managers. To view the list, please click here.
WAM distributes a free monthly newsletter called "News and Views". Please click the "Newsletters" tab to read prior editions. If you would like to receive upcoming newsletters at no cost or obligation, please click here and request to be added to the distribution list.
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