W & S MANAGEMENT SERVICES, INC.

Overview

W & S Management Services, Inc. is an independent RIA organized as a corporation and registered with the SEC since 2008. The firm serves individuals and families and acts as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its advisory model combines traditional AUM-based relationships with hourly and fixed-fee work and the ability to charge performance-based fees for certain mandates. Investment activity is weighted toward publicly traded equities, with a clear preference for exchange-traded instruments. The firm also incorporates third‑party managers for alternative exposure—chiefly real estate—and uses mutual funds as part of multi-vehicle portfolios. Its background as an accounting practice informs a tax-aware approach to portfolio construction and reporting. Services are aimed at individual and family clients rather than institutional pension consulting or broad ESG mandates.

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Public Holdings

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Location & Offices