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Private Wealth Asset Management
During the last 26 years, WIC has managed portfolios of private wealth clients,
utilizing the backgrounds and experience of WIC professionals in assessing
the issues and challenges of each private wealth client and developing investment
strategies designed to meet his or her needs and financial objectives.
Since inception of the firm, WIC has managed equity, fixed income, and balanced
portfolios for a wide variety of high net worth individuals and families,
private trusts, family limited partnerships, and retirement and pension
plans.
For many of WIC's private wealth clients, a considerable portion of whom
are retired, the assets managed by WIC comprise the substantial majority
of their wealth. We understand the vital importance of the assets entrusted
to us, not only for our clients, but also for their families.
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- Diverse training and background of the WIC principals
- Breadth and depth of firm experience
- Client-centered approach to investment management
- Versatility through size and independence
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