WASI

Overview

Wasi is a corporation that specializes in providing portfolio management services primarily for individual and family clients. The firm operates under a fee structure that is based on a percentage of assets under management. While it does not classify itself as a capital allocator, Wasi engages in advisory activities that include managing portfolios for individuals and small businesses, as well as publishing periodicals or newsletters. The firm does not actively invest in ESG (Environmental, Social, and Governance) strategies and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices