WOLOSHIN INVESTMENT MANAGEMENT, LLC

Overview

Woloshin Investment Management, LLC is an independent registered investment adviser that serves individuals and families with a mix of financial planning, discretionary portfolio management and advisory services. The firm operates as a capital allocator and also functions as an insurance broker, which feeds into its use of annuities and insurance-based products alongside traditional investments. Woloshin emphasizes exchange-traded equities as its primary building block and supplements equity exposure with third‑party allocations where specialist expertise is needed. The adviser charges a mix of AUM-based and fixed fees and provides services that include selecting outside managers and running educational seminars for clients and prospects. The firm is not positioned as an ESG-focused manager and principally serves a concentrated client base rather than operating as a national, multi‑state RIA.

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Location & Offices