Business History

WCM Investment Management provides innovative, equity investment advisory services. Our firm believes that fundamental, equity research is the foundation for superior portfolio returns. We are a responsive company that provides tailored, client-specific services to a variety of clients including corporations, private individuals, public funds, Taft-Hartley plans, endowments and foundations.

The current management team joined WCM in the mid-to-late 1980s and acquired 100% ownership by 1994. Today, that ownership is spread among 16 active employees. The principal stakeholders are Paul Black, Kurt Winrich, James Owens, Sloane Payne and David Brewer; these five control just over 95% of the company. This provides employees with a stake in the firm's success.

WCM is a profitable company with no debt.