THE WORLD CHANGERS INVESTMENTS, LLC

Overview

The World Changers Investments, LLC is a small, owner-operated wealth manager that focuses on portfolio management for individuals, small businesses and institutions. The firm charges clients on a percentage-of-assets-under-management basis and acts as a capital allocator, building and overseeing customized portfolios and, where appropriate, selecting sub-advisers. Its advisory services explicitly include portfolio management for individuals and businesses, pension consulting-type work and selection of other advisers. The firm is not positioned as an ESG-focused manager and lists an affiliation with an insurance company, which can influence product access and distribution options. At its current scale the firm behaves like a boutique RIA: concentrated client relationships, customized separately managed account (SMA) work and an emphasis on liquid, exchange-traded instruments rather than complex, illiquid strategies.

Assets & Accounts

Public Holdings

Location & Offices