Investment Tools

• Daily portfolio accounting allows us to monitor client accounts.
• Web site for clients to access their accounts over a secure connection.
• Proxy voting services are provided by Wimmer Associates. 
• Social screening for companies that meet each client's standards.
• In-depth, independent research by Wimmer Associates augmented by top-notch outside services.
  

Custody of Assets
Client assets are held in a safekeeping account at a bank or brokerage firm of the client's choosing.  Wimmer Associates will recommend and place trades for clients, negotiating the most favorable terms.
 
Reporting
We maintain accurate records of client accounts and provide quarterly appraisals.  The details of each holding are carefully considered in making investment recommendations.  Wimmer Associates provides a year-end summary of transactions to assist in the preparation of income tax returns.  Special custom reports are also available to meet your individual needs.

red prada hat prada rossa camisas prada prada luna ocean driftshake shingles live instagram followers guvvi prada mens gloves prada leather purse prada loafer platform vinyl siding checklist prada creepers fluffy prada bag prada runway glasses llt academy south bay cardinal material prada candy l'eau fruit with spiky outside gucci fashion house gucci web concept printing how do i get aaa travel books komori digital press white prada shades galleria bag prada mena knights apple chatgpt ugg online sale stores prada bookbag prada jones prada campaign prada denim bralette prada heeled boots athenian academy pinellas dawn of the dead 2004 putlocker high end outlet electric snowboarding helmet aws chatgpt genevive jewelry prada logo sweater salesforce chatgpt prada chain purse green prada wallet makeup fx prada bottle fluffy prada bag dupe prada bag perfume prada candy prada ballerina flats elements design build chatgpt for seo prada design prada l'homme perfume sosa gucci prada scrape followers instagram prada lhomme review prada bifold wallet prada sunglasses women's lee underwood prada shopping tote drag me to hell wikipedia green prada dress silver prada sneakers instagram likes followers dr paul bearer death captain uniform getting instagram followers premium outlet banana republic instagram followers paypal prada black review element design build remodel governor charter school prada platform oxfords white captain hats www mix co chatgpt plus reddit prada tshirt logo carlucci restaurant chicago menu prada cloudbust black travel agent slogan prada crossbody wallet prada neck tie ranbutan prada nude bags red prada loafers chatgpt alternative reddit snow patrol run lyrics meaning yachting hat large framed cork boards prada jeans women chatgpt release snowpatrol light up fruit with spiky outside prada sweatsuit men's rambutan nutrition chatgpt articles chatgpt chinese prada sock boots prada box bag ranbutan adidas store outlet mall big cork boards catalina island poster tomagachis tomogachi prada pitbull story prada bag black emilio pucci outlet designer outlet malls yachting captains hat prada blue glasses womens prada sunglasses prada diagramme newest prada sneakers prada luna black

Investment Management Fees
At Wimmer Associates, our only income is the management fee paid to us directly by our clients.  We base our fees on the assets under management and the ability to add value in a particular situation.  As investment counselors, we charge no commissions on trades.  It's an arrangement that aligns our interests with those of our clients.

HOME        CONTACT US        DISCLAIMER        PRIVACY STATEMENT

Wimmer Associates LLC
Pasadena, CA 91101
2005. All Rights Reserved.