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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 create wealth. We specialize in working with people who demand honest, unbiased, and reasonably-priced advice from a firm that takes their needs seriously, and puts their interests first . . . whether they have $50,000 or $5,000,000 to invest.
Special Announcements
We are very pleased to announce that WAM was lauded by Reuters AdvicePoint as one of their Top Advisors for 2008. To learn more about their Top Advisor program, and view the list in its entirety, please click here.
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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