Advisors at this firm
William W
Series 63, Series 65
Lighthouse Point, FL
Its Asset Management, L.P.
William Wadsworth is a financial advisor at Its Asset Management, L.P. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including PTS Asset Management and Wadsworth Investment Co., Inc. He is also a trustee of the Wadsworth Family Foundation, where he reviews donation requests. Its Asset Management provides model-based portfolio management services to individuals, corporations, pension plans, charitable organizations, and other advisors. The firm manages approximately $282.8 million in discretionary assets across about 773 client accounts, employing a Disciplined Active Portfolio Management framework that combines asset allocation ranges, fund selection, and monthly reallocations.
Jon E
Series 63, Series 65
Washington, PA
Its Asset Management, L.P.
Jon Erdner is a financial advisor at Its Asset Management, L.P. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Its Asset Management since 1976. Outside of his advisory work, Erdner has been involved in harness racing with shared ownership in several standardbred horses since 1984. Its Asset Management provides model-based portfolio management to a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm uses a Disciplined Active Portfolio Management framework and primarily implements strategies through mutual funds and ETFs, managing approximately $282.8 million in discretionary assets.
