Company Information
Wurts & Associates is an independent, employee-owned firm that offers a full range of investment consulting services to institutional and high net worth individual investors. These services include asset allocation modeling, investment policy development, performance measurement and analysis, investment manager searches, bundled defined contribution provider searches, custodial audit and searches, and planned giving advisory services. Our mission statement best summarizes the underlying philosophy that guides how we interact with our clients:
Wurts & Associates is in the business of providing value-added expertise that enables institutional investors to prudently discharge their fiduciary responsibility. Our mission is to provide independent, objective advice that will help our clients gain the most value from their professionally managed assets.
By combining the experience of seasoned investment professionals and cutting edge technology, Wurts & Associates strives to provide the finest proactive consulting services to institutional investors. |
| Quick Facts |
Locations:
999 Third Avenue
Suite 4200
Seattle, WA 98104
Phone: 206-622-3700
Fax: 206-622-0548
2321 Rosecrans Avenue
Suite 2250
El Segundo, CA 90245-4913
Phone: (310) 297-1777
Fax: (310) 297-0878
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| Began Consulting: 1986 |
| Number of Employees: 36 |
Client Contacts
William W. Wurts, Chairman (Seattle)
Jeffrey J. Maclean, President & CEO (Los Angeles)
Victor L. Lee, Senior Consultant (Seattle)
Tim C. Rutledge, Vice President (Seattle)
Scott J. Whalen, Executive Vice President (Los Angeles)
Shelly J. Heier, Senior Consultant (Seattle)
Brent V. Nelson, Senior Consultant (Seattle)
Manager Search Contacts
John R. Wasnock, Senior Research Associate (Seattle)
Bee G. Lim, Associate Director of Research (Seattle)
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