World Market Advisors

World Market Advisors works with individual investors (including high‑net‑worth clients), trusts, estates, pension plan sponsors and banks or thrift institutions to provide financial planning, consulting, and discretionary portfolio management. The firm also offers project consulting and implementation services and accepts hourly and fixed‑scope engagements, with no stated account minimums.

The firm builds a written Investment Policy Statement for each client and typically manages accounts on a discretionary basis; its investment process draws on fundamental, technical, cyclical and quantitative analysis and uses diversified exposures including exchange‑traded funds and other asset classes. For financial planning it offers tiered engagement models—from a short “Lightening” review to a comprehensive plan and a virtual monthly “Agile” subscription—and serves as a fiduciary for retirement account advice.

Notable for a small two‑advisor firm overseeing roughly $73 million in advisory assets, World Market Advisors provides services that many similarly sized peers do not, including formal pension consulting for plan sponsors and advisory work for banks, as well as a co‑branded multi‑bank cash allocation arrangement (Flourish™). The firm also participates in an independent referral network (Zoe Financial), engages a third‑party vendor to monitor and file securities class‑action claims on clients’ behalf, and maintains written policies—proxy voting, custody procedures and a Code of Ethics—to address conflicts of interest.