WTO Advisors, LLC

Overview

WTO Advisors, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual/family clients and institutional clients, offering portfolio management for individuals and small businesses alongside the publication of periodicals or newsletters. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. The adviser does not report itself as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or related adviser. The firm indicates it is not a capital allocator in the sense of operating as a fund-of-funds manager, though it does place client capital into external managers for specific alternative exposures (see Investments & Alternatives).

Assets & Accounts

Public Holdings

Investments & Alternatives