Founded in 1976, WCM Investment Management is located in Laguna Beach, Calif. It is an employee owned company, which has been providing equity investment advisory services. The firm focuses on fundamental, original equity research for portfolio returns. WCM Investment Management provides client-specific services to a variety of clients including corporations, private individuals, public funds, Taft-Hartley plans, endowments and foundations. The firm makes use of focused growth equity, small cap value equity and focused growth investment equity strategies to assists its clients. Captrust Advisors of Tampa awarded a $3.5 MM mandate to WCM Investment Management s focused growth international strategy.
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