Wainwright Investment Counsel, LLC

Providing customized advice tailored to our clients’ investment objectives, risk tolerances and unique circumstances.

General Information
Company Name
Wainwright Investment Counsel, LLC
Founded Year
1999
Location (Offices)
Boston, United States +1
Founders / Decision Makers
Number of Employees
9
Industries
Financial Services, Lending and Investments
Funding Stage
-
Social Media

Wainwright Investment Counsel, LLC - Company Profile

Wainwright Investment Counsel, LLC is an SEC Registered Investment Advisor established in 1999. The company's slogan, "Providing customized advice tailored to our clients’ investment objectives, risk tolerances and unique circumstances," reflects its primary focus on offering independent and objective investment counsel. Wainwright's expertise lies in constructing customized, diversified portfolios that align with clients’ investment objectives, risk tolerances, and unique circumstances. Originally a department within H.C. Wainwright & Co., an established investment banking and brokerage firm dating back to 1868, Wainwright became an independent company after it was spun out of H.C. Wainwright in 1999. The company caters to various client profiles, including high-net-worth individuals & family offices, endowments & foundations, and retirement plans (defined benefit & defined contribution, public & private), both within and outside of the United States. Wainwright offers advisory and investment services on both domestic and offshore bases. The company operates in the Financial Services, Lending, and Investments industries. Although specific details regarding the company's headquarters and recent investments are not available, Wainwright's established history and its tailored approach to investment counsel position it as a notable player in the financial services sector.

Taxonomy: investment advisory, portfolio management, high-net-worth clients, family offices, endowment management, foundation management, retirement plan advisory, offshore investing, SEC registered advisor, employee-controlled firm

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