Wittlin Advisory

Wittlin Advisory is a fee‑only investment management firm that provides discretionary and non‑discretionary asset management, ongoing investment advisory and consulting services, and prepares Investment Policy Statements with periodic portfolio reviews. Its clients are primarily high‑net‑worth individuals, families and foundations, and the firm coordinates with outside professionals while providing portfolio management and proxy‑voting services.

The firm tailors portfolios to each client’s stated goals, time horizon and risk tolerance using fundamental analysis and a mix of mutual funds, ETFs, private investments and, where appropriate, digital assets. Wittlin Advisory can act under discretionary authority or deliver non‑discretionary recommendations, aggregates trades for discretionary accounts, and conducts regular account reviews, typically on a quarterly basis.

Distinctive features include a compact, high‑value client roster—managing roughly $348 million with a three‑advisor team—paired with a relatively significant non‑U.S. client presence for firms in this category. The firm’s willingness to recommend illiquid private placements and digital assets, and its use of third‑party standing letters of authorization (resulting in limited custody), create operational and custody considerations that differ from many peers.