Company Performance Metrics
- William Johnson: Director of Mergers & Acquisitions
- George Peterson: Director of Private Clients
The fundamental characteristics that define and govern Wainwright Marks Management practice are as valid today as were at our inception. These values have seen many trusted professionals like accountants and attorneys refer their clients to us for sage guidance when they need to build or preserve wealth. Our clients can benefit from the following
core values:
Client capital benefits from active management by Wainwright Marks Management highly-knowledgeable and experienced professionals. Our adherence to proven investment methodology doesn't mean we eschew contemporary techniques – we remain open-minded to all approaches.
Clients come to us seeking a steward and an advocate that will support their efforts to secure their financial future. Because we are steadfast advocates of modern portfolio theory, the tenets of this time-honored methodology can be found throughout our portfolio construction and ongoing management activities, growing and protecting our clients' wealth.
