Werlinich Asset Management, L.L.C.

Overview

Werlinich Asset Management, L.L.C. (WAM) is an independent, fee-only investment advisory firm based in Stamford, Connecticut. Founded in March 1997 by Greg Werlinich, the firm manages approximately $178 million in assets as of December 31, 2024. WAM focuses on providing honest, unbiased, and reasonably priced investment advice to a select group of clients, including individuals and family members residing throughout the United States and abroad. The firm's clients are typically college-educated, hard-working, and fiscally conservative, understanding the importance of saving and investing to achieve their future financial goals. WAM offers customized portfolio management solutions tailored to meet the unique needs of each client. The firm's investment strategy emphasizes conservative approaches, aiming to preserve initial capital while generating a reliable stream of current income. WAM's services include managing individual and joint taxable accounts, various types of IRAs, trusts, and custodial accounts for minors. The firm also provides hourly consultations for investors with less complex needs, charging $150 per hour. As a fiduciary, WAM is legally obligated to act in the best interests of its clients, ensuring that their needs and interests are prioritized above all else. The firm maintains a commitment to transparency and education, offering resources such as a monthly newsletter and a blog titled 'It's Your Money' to engage and inform individual investors on topics related to personal finance, the stock market, the economy, and the political landscape. WAM's fee structure is designed to be straightforward and accessible, with fees based on asset levels and account types, ensuring that clients receive value for the services provided.