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Wainwright Investment Counsel, LLC is an SEC Registered Investment Advisor with a primary focus on providing clients with independent and objective investment counsel.
Our strength is in building customized, diversified portfolios tailored to our clients’ investment objectives, risk tolerances and unique circumstances, and in providing educated, insightful and proactive counsel.
Wainwright was established in 1999 and is a privately held and employee controlled advisory firm. Wainwright was formerly a department within H.C. Wainwright & Co., an investment banking and brokerage firm established in 1868. H.C. Wainwright later developed a reputation as a leading investment research firm. In 1999, Wainwright was spun out of H.C. Wainwright and became an independent company.
Wainwright serves a variety of client types, including high-net-worth individuals & family offices, endowments & foundations, and retirement plans (defined benefit & defined contribution, public & private), amongst others.
With clients located within and outside of the United States, Wainwright has the capacity to advise and invest on both a domestic and offshore basis.
Company Details
- Employees
- 10
- Founded
- -
- Address
- One Boston Place, 201 Washington Street
- Industry
- Financial Services
- Website
- http://www.winvcounsel.com
- Keywords
- Boston.
- HQ
- Boston, MA
Wainwright Investment Counsel, Llc Questions
Wainwright Investment Counsel, LLC's website is http://www.winvcounsel.com
Wainwright Investment Counsel, LLC's LinkedIn profile is https://www.linkedin.com/company/winvcounsel
Wainwright Investment Counsel, LLC has
10 employees.
View email and phone details for 10
employees at Wainwright Investment Counsel, LLC.
Wainwright Investment Counsel, LLC's industry is
Financial Services
Wainwright Investment Counsel, LLC's top competitors are
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Wainwright Investment Counsel, LLC's categories are Financial Services
Wainwright Investment Counsel, LLC's founding year is 1999
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Top Wainwright Investment Counsel, LLC Employees
-
Thomas Cusack
Operations Analyst At Wainwright Investment Counsel
United States, United States1lek.com -
Paul Martins
Chief Finance & Administration Officer, Managing Board Member, Wainwright Investment Counsel, Llc Companies
Greater Boston, United States4hotmail.com, vonmar.com, winvcounsel.com, aol.com5 +150899XXXXX
-
Margaret Leonard
Chief Compliance Officer At Wainwright Investment Counsel, Llc
Salem, Massachusetts, United States, United States3moodyaldrich.com, moodyaldrich.com, winvcounsel.com1 +178163XXXXX
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