Greg Werlinich
Rye Brook, New York, 10573
Member Since 2004
Very simply, after more than 14 years in business, our proven experience enables our clients to sleep well at night knowing that a trusted advisor is managing their investments in such as way as to help ensure that their financial goals will be met. We do this by using a proven investment strategy that delivers solid returns year in and year out. As a fiduciary, we make the needs and interests of our clients our number one priority in all decisions.
My Location
Background Information
Years of Financial Experience
- 18
Education
- Princeton University (BA)
- New York University (MBA in Finance)
Certifications and Designations
- Paladin
Association Memberships
- Financial Planning Association
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TD Waterhouse/Ameritrade
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them upon request
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 125663
- Securities Registrations: None
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Werlinich Asset Management, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Firm Disclosures
- We are an SEC Registered Investment Advisory firm located in the State of New York.
Additional Disclosure(s)
- View StatementWerlinich Asset Management, L.L.C. (hereafter referred to as “WAM”) is a Registered Investment Advisor in the State of New York. WAM is a fee-only financial advisor and money manager. Opinions expressed are solely those of Greg Werlinich, President of WAM. All information contained in this website is believed to be accurate. Any information provided by links from our website is believed to be from reliable sources but we make no representations as to its accuracy or completeness. WAM is not responsible for damages incurred as a result of visits to other websites. WAM does not provide personal financial advice via this web site. The purpose of this site is limited to the dissemination of general information regarding the services offered by WAM. The presence of this site shall not be construed or interpreted as a solicitation to sell, or offer to sell, investment advisory services to residents of any state in which WAM lacks authority. Part II of Form ADV, which details the business.
- View Statement
Planning Services
- Financial Planning, College Funding, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- None
Visit Website - http://www.waminvest.com
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The January jobs report was much better than expected; more jobs added, revisions strong, unemployment rate falls. Futures move up strongly.
Initial weekly jobless claims dropped a bit from the prior week. Continuing claims also fell a bit. Pretty good news. Futures flat.
After sideways to slightly down market the past week, Dow roaring ahead today, up 120 in early trading on positive earns and good econ news.
4th qtr GDP growth of 2.8% slightly missed expectations, driving futures somewhat lower. Not a huge miss, but creates concerns about growth.