A complete list of active advisors currently associated with WGS Management Services, Inc

Warmer can help you find a great advisor at WGS Management Services, Inc or one who fits your needs even better.

WGS Management Services, Inc is an SEC‑registered independent advisory firm operating as a single‑advisor practice with roughly $41.6 million in discretionary assets and about 72 client relationships. It provides ongoing portfolio management for individuals, high‑net‑worth clients, corporations and charitable organizations, preparing Investment Policy Statements and managing accounts under discretionary authority. The firm’s investment process centers on fundamental analysis and a long‑term trading orientation, using mutual funds, equities, ETFs (including precious‑metal ETFs), fixed income, REITs and Treasury inflation‑protected securities to construct diversified portfolios aligned with each client’s IPS. Accounts are reviewed at least quarterly, fees are asset‑based and billed in arrears, and the firm requires discretionary trading authority to implement its strategies. Noteworthy details in the brochure include a recent transition from state registration to SEC registration and an explicit listing of charitable organizations among client types, which is less common for independent firms. The firm requires clients to custody assets at Schwab Institutional, discloses that supervised persons may accept outside compensation for the sale of investment products, and does not aggregate trades across client accounts—operational choices that can affect trade execution, access to institutional services, and potential conflicts of interest.

To learn more about the advisors currently working at WGS Management Services, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.