WAM: More than Products...A Life Plan
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Welcome to WAM
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

Greg will be attending the 3rd Annual Inside ETF's conference in Boca Raton, Florida on January 10-12, 2010. The event will be hosted at the Boca Raton Resort and Club. Greg will be participating in a panel discussion Monday from 11:30 to 12:20 on Leveraged and Inverse ETF's with other industry experts. If you live or work in the area and would like to meet with Greg while he's in town, please let us know immediately.

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.
Werlinich Asset Management, L.L.C. (WAM) is a SEC Registered Investment Adviser. This communication is not a solicitation or offer to sell investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists. WAM does not provide personal financial advice via this web site. The purpose of this site is limited to the dissemination of general information regarding the services offered by WAM. Part II of Form ADV, which details the business practices, services offered, and management fees charged by WAM, is available upon request.

All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Proprietary papers and writings are the opinions of WAM. Other articles, links, and information presented on this site are obtained from sources believed to be reliable, but they are for informational purposes only and WAM does not guarantee their timeliness or accuracy. Clients should consult their advisor with regard to any questions they may have. Nothing on this web site should imply that past results are an indication of future performance.