Wychick Investment Advisors, Inc.

Overview

Wychick Investment Advisors, Inc. is a small, independent registered investment adviser operating as a corporation and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, and also operates as an insurance broker. Its advisory engagements are fee-based and flexible — charging a percentage of assets under management as well as offering hourly and fixed-fee arrangements. Investment approach centers on using publicly available pooled vehicles as the core of client portfolios, supplemented with third‑party alternative funds and insurance products where appropriate. The firm does not identify as an active ESG investor and manages client assets on a discretionary basis, suggesting hands-on portfolio oversight rather than a pure advisory/implementation role. Wychick tends toward a conventional, income-and-diversification orientation: mutual funds form the bulk of assets while selective allocations to real estate, commodities and energy-related funds are used for diversification and return enhancement.

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Investments & Alternatives

Location & Offices