Diana Wehrly's Contact Details

Diana Wehrly's Company Details

GE Ratte Asset Management, LLC

Honolulu, Hawaii, United States • 1 Employees
Investment Management

GE Ratté Asset Management is an independent investment manager and wealth advisor. We work with individuals and families, small businesses and charitable organizations to provide long term solutions. With over $220 million under supervision, we have clients in Hawaii, New York and across the United States. Our team has over eight decades of combined experience in all areas of investment management and financial planning; we are also the only Hawaii-based independent advisor with two Chartered Financial Analysts (CFAs) on local staff. We are a fee-only Registered Investment Advisor, which means: 1) We have a legal and ethical responsibility to put what is truly best for our clients above all other considerations. 2) The only compensation we receive for our services comes directly from our clients; potential conflicts of interest are minimized.