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Professional, experienced and customizable to your client
In today’s highly competitive environment, the ability to consistently provide creative and effective wealth management solutions is a significant way to rise above the competition.
The experienced investment professionals at Wunderlich understand this. They work with you to address the needs of affluent clients, non-profits and qualified retirement plans knowing that no two clients are the same. More important, they are experts at providing investment solutions that complement your clients’ objectives, and the way you do business.
Investment Solutions - Led by industry veteran Scott Poore, our Investment Solutions team helps you create and implement fully customized solutions that might include our monitored recommended lists of mutual funds and ETFs, our exclusive WISDM portfolio models, or the total universe of investment options. They also provide in-person assistance with client meetings and conference calls to offer insight and rationale for your recommendations. It’s like having a dedicated investment advisory group in your office.
Annuities & insurance - Director of Annuities Sales and Operations Bob McCommon has been helping advisors and clients with their annuity and insurance needs for more than 20 years. Bob keeps a watchful eye on the annuities and insurance markets so you don’t have to. He specializes in helping you find just the right contract or policy for your clients, creating a reliable revenue stream for your practice.
Alternative investments - Navigate and leverage the unique benefits of alternative investments with expert guidance and personalized support from our internal alternatives support team. They will help you add value and adjust risk in the portfolios of your high net worth clients with the introduction of hedge funds and real estate private placements.
Trading - Our in-house retail equity and fixed income trading desks are staffed by veteran traders who understand the markets and combine unique strategic recommendations with efficient trade executions, including block trades. Our knowledgeable fixed income traders provide access to a substantial inventory of government agency, corporate and municipal bonds and will help you build portfolios customized to your clients’ needs.