Weisberg Capital Management

Weisberg Capital Management (WCM) provides portfolio management tailored to individual client goals, pension consulting services, and financial planning. WCM creates investment plans based on client risk tolerance and time horizon. WCM generally advises on mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, and commodities. WCM may request authority to make trades without asking first. WCM acts as a fiduciary, aiming to avoid conflicts of interest and allocate investment opportunities fairly.