Werlinich Asset Management, LLC (WAM) is an independent, fee-only investment advisory firm based in Grand Island, NE. Founded in March 1997 by Greg Werlinich, WAM works with a select group of investors and manages approximately $140 million in assets under management (AUM). The firm is dedicated to providing honest, unbiased, and reasonably-priced advice to its clients, who value the expertise and personalized attention they receive.
WAM was established with the goal of offering expert investment advice to individual investors who may not have access to quality investment professionals. Unlike large advisory firms or brokerage companies with high minimum balance requirements and bureaucratic processes, Greg personally plans, implements, and supervises investment strategies for clients. WAM's clients, who are typically college-educated, hard-working, and fiscally conservative, understand the importance of saving and investing to achieve their future financial goals.
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