WERNER FINANCIAL

Overview

Werner Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves a mix of individual and family clients as well as institutional relationships, and provides a combination of financial planning, portfolio management for individuals and small businesses, and pension consulting. Werner Financial also operates as an insurance broker, integrating insurance solutions into client plans where appropriate. Investment activity centers on equity-heavy portfolios. The firm favors exchange-traded equities as the primary liquid allocation and runs mainly discretionary mandates, while also offering non-discretionary relationships and fee arrangements that include percentage-of-AUM, hourly and fixed-fee engagements. Werner Financial is not positioned as an ESG-focused allocator and its registration history reflects a recent SEC registration.

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Location & Offices