Portfolio Management

For the past four decades, WMBC has addressed the investment management needs of high net worth individuals and institutional clients by creating specific investment strategies based on your Risk Number. Our time-tested strategies are managed by our Investment Committee, comprised of a dedicated team of advisors and portfolio managers. They bring a disciplined approach to managing your portfolio and a focus to investing.

CLIENT FOCUSED

Utilizing your Wealth Plan, a portfolio is customized to your needs and values.

PROFESSIONALLY MANAGED

Access to professionally managed portfolios designed for today’s volatile markets.

COMPREHENSIVE COMMUNICATIONS

You’ll have direct access to the wealth advisor managing your portfolio.