Pat CFA's Contact Details

Pat CFA's Company Details

WCM Investment Management

Laguna Beach, CA, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

WCM Investment Management, which employs 37 people, provides innovative, equity investment advisory services. Our firm focuses on original equity research as the foundation for our goal of long-term excess return. We are a responsive company that provides client-specific services to a variety of clients, including corporations, private individuals, public and private funds, Taft-Hartley plans, endowments and foundations.\\Several members of the current management team joined the organization in the mid-to-late 1980s and acquired 100% ownership of the organization in the late nineties. Today, the principal owners of the firm are Paul Black, Kurt Winrich, Sloane Payne, Pete Hunkel, Mike Trigg, Sanjay Ayer, James Owens, and David Brewer, all active employees. The remainder of the firm ownership is spread among other active employees, providing all with a stake in the firm's success.\\WCM is a profitable, financially sound company with no debt. Our primary office is in Laguna Beach, California. We also have a small, secondary office in Cincinnati, Ohio.