Wyverstone

Institutional Asset Management

The principals at Wyverstone Capital have been dedicated practitioner of fact-based fundamental company and economic analysis for over a decade.

Our investment style combines the tenets of both value investing and growth investing while our investment methodology utilizes a top-down /bottom-up approach backed by a rigorous research process.

Wyverstone

Group Benefits

We work with small business owners to navigate through the myriad of Group Benefit choices and providers in order to ensure that your needs are met as cost effectively as possible.

Let us show you how Group Benefits can help small business owners compete more effectively by helping to:

> Attract and retain key talent

> Provide tax-efficient compensation 

> Protect employees’ financial security 

> Protect your business

> Increase productivity

Wyverstone

Wealth Management & Protection

We work with prosperous individuals, emerging affluent, pre and post retirees and their family members to construct a highly personalized long-term plan to achieve their financial and personal goals. 

We guide our clients through the accumulation, preservation and distribution phases of wealth management by providing customized financial solutions and active investment management utilizing either our discretionary or non-discretionary investment management platforms.

We understand that creating and managing your wealth is only half the battle; preserving it is just as important. Insurance strategies can help you preserve your wealth during your lifetime, and protect the value of your estate for your family and other beneficiaries.