WCM Investment Management | Company Profile
Contact Information
Industry & Market
Company Metrics
Funding Information
Headcount Distribution
By Department
Department Breakdown
Technology Stack
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Keywords & Focus Areas
WCM Investment Management
Overview
WCM Investment Management is an independent, employee-owned asset management firm based in Laguna Beach, California. With nearly 50 years of experience, the firm specializes in global growth equity investing, focusing on companies with strong competitive advantages and distinctive corporate cultures. WCM aims to generate long-term, sustainable excess returns while managing downside risk.
The firm operates with a flat organizational structure that promotes meritocracy and innovation. Employee incentives are closely aligned with client interests, with significant employee ownership of voting shares. WCM provides equity investment advisory services to a diverse clientele, including individual investors, corporations, public and private funds, Taft-Hartley plans, foundations, and endowments. As of June 2024, the firm manages over USD 90 billion in assets. In 2023, WCM expanded its expertise in U.S. dividend-growth investing through the acquisition of Martin Capital.
Basic Information
| Industry | investment management |
|---|---|
| Founded | 1976 |
| Revenue | 27.2M |
| Headquarters | 281 Brooks St, Laguna Beach, California 92651, United States |
| Languages | English |
Contact Details
- Phone: +1 949-380-0200
- Website: wcminvest.com
- LinkedIn: linkedin.com/company/wcm-investment-management
Key Focus Areas & Initiatives
- Institutional investment management
- Research-based investing
- Risk mitigation techniques
- Personalized investment plans
- Investment advisory
- Active investment strategies
- Asset allocation
- Investment research analytics
- Growth investing
- Financial services
- Asset classes diversification
- Market analysis
- Client services
- Research-driven decision-making
- Investment research
- Long-term growth
- Client portfolios
- Active strategies
- Investment solutions
- Client-centric investment approach
- Risk management
- Wealth management
- Long-term investing
- Client-focused
- Performance analytics
- Asset management
- Active asset management
- Long-term growth focus
- Financial consulting
- Value investing
- Research-driven
- Portfolio management
- Risk assessment
- Asset classes
- Investment strategies
- Financial planning
- Multi-asset strategies
- B2C
- Services
- Other financial investment activities
- Management consulting
Technologies Used
- Outlook
Community
