Our investment experience has shown time and again that success stories are underpinned by intentional cultures focused around simple, achievable ends. This understanding is leveraged not only in our investment process, but more immediately at the heart of our organizational ethos.
WCM's primary goal is to generate long-term, sustainable excess return for clients through a culture of innovation, close alignment of employee incentives with client objectives, and a flat power structure that fosters meritocracy and critical debate.
WCM provides innovative, equity investment advisory services for a variety of clients, including corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. Original equity research provides the foundation for our goal of long-term excess return.
WCM is motivated by a spirit of broad-based employee ownership and is 100% employee owned and operated. We are a profitable, financially sound investment company with no debt. Our only office is in Laguna Beach, California.