Weisberg Capital Management

Weisberg Capital Management provides discretionary portfolio management, pension consulting (including 401(k) plan consulting), and financial planning to a mix of individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, corporations and municipal entities. The firm documents client goals, risk tolerance and time horizon in an Investment Policy Statement and tailors portfolios and recommendations to each client’s specific circumstances.

The firm’s investment process draws on multiple methods of analysis—charting, cyclical, fundamental, quantitative, technical and modern portfolio theory—and employs both long‑ and short‑term trading techniques, including options, margin transactions and short sales. WCM generally seeks discretionary authority to implement and monitor allocations and requires clients to custody assets through Schwab Institutional for trade execution and reporting.

A notable aspect of the firm is that its principals are licensed insurance agents and the firm includes insurance products (including annuities) among the investments it may recommend, with disclosures and periodic reviews described in the brochure to address the conflict of interest. The firm also offers fixed‑fee pension consulting plans and uses a mix of advanced trading strategies that can carry higher risks than strategies typically emphasized by advisory firms focused solely on traditional wealth management.