Wcm Investment Management

Closed
23702 Birtcher Dr
Lake Forest, CA 92630

WCM Investment Management is an independent asset management firm based in Laguna Beach, California. They provide innovative and tailored equity investment advisory services to a diverse range of clients, including corporations, private individuals, public funds, Taft-Hartley plans, endowments, and foundations. With a focus on fundamental equity research, WCM aims to generate long-term, sustainable excess returns for their clients through a culture of innovation, employee alignment, and a flat power structure.

Committed to their clients' success, WCM offers a variety of portfolios managed by their experienced teams, including Global Growth, Global Value, Quality Value, U.S. Growth, Global Core, and Dividend Growth. As an organization, WCM is driven by a spirit of broad-based employee ownership and operates as a profitable and financially sound investment company. With no debt and a dedication to original research, WCM strives to deliver superior portfolio returns and maintain their position as a trusted investment advisor.

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