WHITCOMB & HESS, INC.

Overview

Whitcomb & Hess, Inc. is an independent registered investment adviser focused on fee-based portfolio management and financial planning for individuals, families and institutions. The firm combines percentage-of-AUM and fixed-fee billing, and provides a mix of ongoing portfolio management, pension consulting, periodic publications and client education through seminars and workshops. It does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator — its model centers on constructing portfolios from public funds and third-party products rather than operating proprietary pooled funds. Investment activity shows a clear preference for pooled public vehicles: the firm’s largest exposures sit in ETFs and mutual funds, with portfolio allocations skewed toward broad-market and indexed exposures. Advisory services span individual and small-business portfolio management as well as institutional and pension consulting, indicating the firm serves both high-net-worth households and smaller institutional mandates. The firm also maintains affiliations with accounting and insurance providers to supplement planning and implementation.

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Public Holdings

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Location & Offices