WCM Investment Management
Summary
Company size 51-200
AUM $50B+
Laguna Beach, California, United StatesWCM Investment Management, LLC is an independent, SEC registered investment adviser based in Laguna Beach, California founded in 1976. WCM Investment Management, LLC provides discretionary investment advisory services for individual, institutional, retirement plan, charitable organizations, governments, sovereign wealth funds and business through separately managed accounts, mutual funds, and private funds. In addition, WCM Investment Management, LLC serves as the investment adviser to the WCM Mutual Funds, WCM Private Funds, and other pooled investment vehicles,
Categories
Investment Management
Recent News & Articles
Younger banking customers are making a decided move away from megabanks like Bank of America, JPMorgan Chase, and Wells Fargo for digital banks and fintechs like Chime, PayPal, and Square, according to research done by Cornerstone Advisors.
401(k) provider Fidelity aid it would give 23,000 employers the option to have employees add bitcoin and other crypto assets to their retirement savings.
Surveys report investors, institutions and Wealth Managers are warming to holding bitcoin and other cryptocurrencies in their portfolios, but limitations remain.
Wealth management giant Envestnet has acquired business intelligence provider Truelytics, the company announced today. Truelytics offers a software as a service (SaaS) digital platform based on performance data and proprietary banking and investment formulas.
Swiss provider of banking software Temenos has launched ESG Investing-as-a-service, helping banks and wealth managers make use of sustainable investing.
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