Wimmer Associates LLC

Wimmer Associates provides investment supervisory and management services to individuals, trusts, estates, family groups and other entities, delivering tailored portfolio recommendations and ongoing monitoring. The firm manages accounts primarily on a discretionary basis and limits client investments to individual stocks, corporate and municipal bonds, mutual funds and exchange-traded funds rather than alternative or illiquid vehicles.

The firm’s investment approach emphasizes fundamental analysis with a focus on high‑quality equity and fixed‑income securities, using internally generated research supplemented by third‑party sources such as Morningstar, Value Line and S&P. Client portfolios are constructed based on stated objectives, liquidity and tax considerations, monitored daily, and reviewed at least quarterly with written reports that include a letter summarizing the firm’s view of the markets and economy.

Distinctive practices include a formal expectation that senior advisory personnel hold at least a master’s degree or the CFA designation, a pre‑trade allocation policy for block trades to reduce allocation conflicts, and the use of an independent proxy‑voting service (Egan‑Jones) to inform voting decisions. The firm also issues periodic client communications with market commentary and enforces specific personal‑trading controls—such as prior approval for trades in client‑owned small‑cap securities and prohibitions on private placements and IPO participation—features that are less common among similar team firms.