Wittenberg Investments Inc.

Overview

Wittenberg Investments Inc. is a small, independent registered investment adviser owned by an individual and oriented toward both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services, and lists accounting among its business activities. Its fees are charged as a percentage of assets under management and on an hourly basis. The firm does not self-identify as an active ESG investor and is not listed as a multi-state adviser; it is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives