CLUTINGER WILLIAMS & VERHOYE INC

Overview

Clutinger Williams & Verhoye Inc. is an independent registered investment adviser operating as a corporation and serving a mix of individual, family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting. Its investment approach is equity-oriented: exchange-traded equities are the single largest asset class on the books, and the firm favors liquid, market-traded instruments for core implementation. Fee arrangements combine a percentage-of-AUM model with hourly billing for certain services. The firm is not positioned as an in-house capital allocator; instead it supplements equity allocations with third‑party alternative managers and packaged investment products. Clutinger Williams & Verhoye Inc. does not identify as an active ESG investor.

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Public Holdings

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Location & Offices