WIMER INVESTMENT MANAGEMENT

Overview

Wimer Investment Management is a small, client-focused RIA that runs a concentrated equity-oriented advisory program for individuals and families. The firm operates as an LLC and is SEC-registered as of 2024. Its advisory mandate centers on discretionary portfolio management for individuals and small businesses, with fees charged as a percentage of assets under management and, in some cases, fixed fees. Investment activity is heavily weighted to exchange-traded equities, which the firm uses as its primary vehicle for implementing market exposure. That emphasis, combined with custody at Interactive Brokers LLC, points to a low-cost, execution-focused model that favors liquid, tradable instruments. The firm does not position itself as an ESG specialist and does not act as a capital allocator to external private managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices