Weaver Capital Management, LLC

Weaver Capital Management is a fee‑only registered investment adviser that provides discretionary investment management, wealth management and retirement plan advisory services to individuals, trusts, corporations and pension/profit‑sharing plans, managing roughly $537.8 million for about 200 clients. The firm serves both high‑net‑worth and non‑HNW individual clients and operates on a percentage‑of‑assets fee model while acting in a fiduciary capacity.

Investment strategies are driven by a risk‑profile process that assigns clients to models ranging from Preservation to Enhanced Growth and typically combine individual large‑cap equities, mutual funds, ETFs, alternative investment funds and fixed‑income securities. The firm’s fund selection and portfolio construction emphasize long‑term, value‑oriented equity exposure and quantitative screening (including three‑year total return and Sortino ratio) of available funds at its primary custodian, and it uses ETFs tactically to reduce risk during negative market momentum or elevated volatility.

Noteworthy distinctions include the firm’s allowance for borrowing against separately managed accounts (margin), and the practice of calculating advisory fees on the gross value of accounts that include margin balances, which can increase leverage‑related risks. The firm’s investment desk also draws on experience managing a fund‑of‑funds and explicitly integrates alternative‑style strategies into traditional custody arrangements with daily liquidity, and its planning framework is informed by stated faith‑based stewardship principles.