THE WOLTER GROUP, INC.

Overview

The Wolter Group, Inc. is an independent registered investment adviser serving individual and family clients with a fee model tied to assets under management. The firm combines financial planning and portfolio management for individuals and small businesses with brokerage and insurance services through registered representative and insurance broker activities. Investment activity is centered on traditional public fund vehicles—primarily mutual funds—while the firm supplements core allocations with select third‑party alternative managers. Portfolio construction favors discretionary management: the firm reports all of its $53.4M in assets as discretionary. Public funds and mutual funds are the dominant vehicle in client portfolios, but the firm also allocates to hedge funds, private placements, real estate and private credit when appropriate for a client’s objectives and suitability. The Wolter Group, Inc. does not identify as an active ESG investor and is structured to serve a concentrated client base rather than acting as a multi‑state or institutional pension consultant.

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Location & Offices