Wainwright Investment Counsel LLC Overview

$10m+
Est Annual Revenue
$3bn-$5bn
AUM

Company Details

Wainwright Investment Counsel, LLC is an SEC Registered Investment Advisor with a primary focus on providing clients with independent and objective investment counsel.

Our strength is in building customized, diversified portfolios tailored to our clients’ investment objectives, risk tolerances and unique circumstances, and in providing educated, insightful and proactive counsel.

Wainwright was established in 1999 and is a privately held and employee controlled advisory firm. Wainwright was formerly a department within H.C. Wainwright & Co., an investment banking and brokerage firm established in 1868. H.C. Wainwright later developed a reputation as a leading investment research firm.  In 1999, Wainwright was spun out of H.C. Wainwright and became an independent company.

Wainwright serves a variety of client types, including high-net-worth individuals & family offices, endowments & foundations, and retirement plans (defined benefit & defined contribution, public & private), amongst others.

With clients located within and outside of the United States, Wainwright has the capacity to advise and invest on both a domestic and offshore basis.

Locations

Location
201 Washington Street, 02108 MA
United States

WSO Company Database Comparison Table

Get Full Access

  • Free 1 month access by adding just 1 salary datapoint here
  • REAL salary bonus data across 1,000+ companies
  • Plus free 1 month access to 10,000+ interview insights