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 an independent asset management firm that is motivated by a spirit of broad-based employee ownership. We are a profitable, financially sound investment company with no debt. Our headquarters is in Laguna Beach, California.

Investment Management

WCM Investment Management

WCM Investment Management's headquarters in Laguna Beach, CA, United States

The Cincinnati office focuses on managing and analyzing portfolios, providing analytical support and investment insights.

Cincinnati

This department focuses on the design, development, and implementation of engineering solutions and innovative projects.

Engineering Services

The Business Analysis team at WCM Investment Management is responsible for conducting thorough market research, financial analysis, and performance evaluation to support the company's investment strategies. This team collaborates closely with portfolio managers to provide actionable insights and ensure that investment decisions are data-driven and aligned with the firm’s objective of achieving long-term excess returns. The team also plays a vital role in monitoring market trends and identifying potential investment opportunities to enhance the firm's portfolio performance.

Business Analysis

The Portfolio Management Team at WCM Investment Management is responsible for crafting, implementing, and overseeing customized equity investment strategies. They aim to achieve long-term excess returns through original equity research and active portfolio management. This team collaborates closely with clients to understand their investment goals and optimize portfolio performance, leveraging deep market insights and innovative financial strategies.

Portfolio Management Team

This department focuses on managing and optimizing investment portfolios to achieve strategic financial goals.

Portfolio Management

The Compliance Team at WCM Investment Management ensures that the company adheres to all regulatory requirements and industry standards. This includes monitoring internal policies, conducting regular audits, providing compliance training to staff, and addressing any potential legal or ethical issues. The team works to protect the firm's reputation and maintain the trust of clients and stakeholders.

Compliance Team

The Marketing team at WCM Investment Management is responsible for promoting the firm’s innovative equity investment advisory services and enhancing its market presence. They develop and execute marketing campaigns, manage client communications, create content, and support sales initiatives to attract and retain clients such as corporations, private individuals, and various funds. Additionally, they handle brand strategy and ensure all marketing efforts are aligned with WCM's goals of fostering long-term client relationships.

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People (3)

Jobs (0)

Other teams

Business Analysis

Portfolio Management Team

Portfolio Management

Compliance Team

Marketing

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People (3)

Jobs (0)

Other teams

Business Analysis

Portfolio Management Team

Portfolio Management

Compliance Team

Marketing

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