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.
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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.
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.
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