Who We Are
You might not expect a financial services firm to use words like caring and passion in its vocabulary. To Wetherby, these aren’t just words, they’re the heart of our culture.
When Wetherby Asset Management was created in 1990, the concept of independent advice was considered a radical proposition.
Our founders wanted to create a new model that rewarded objectivity and results, not the products that were sold. So, we made the decision to separate fees from investment recommendations. A novel idea that became the industry standard.
We’re now one of the leading independent investment advisory firms in the United States. This is how we grew:
We centered on independence and objectivity.
We rewarded exceptional service to our clients.
We created the opportunity for employees to own the company and build a unique culture.
Our business is investment services: portfolio management and wealth planning.
But it’s how we do it that makes the difference. Here’s what you can count on at Wetherby:
A Hands-on Team
We ask thoughtful, insightful questions, listen, and give you the best of our expertise. We’ll take the time to understand your financial objectives and life goals before developing a plan.
You’ll get our thoughtful, considered advice related to your individual needs—now and as they continue to evolve. We have guided our clients through major transitions such as marriage and having children, divorce, the loss of a loved one, job changes and retirement.
We have no in-house products, and we avoid conflicts of interest. The value we offer is unbiased advice. This attracts employees who want to build close client relationships and make great investments, and it attracts clients who want an independent partner in their investment journey.
That’s the bottom line. The combination of investment expertise with a culture of caring and passion produces outstanding results.
We seek to cultivate an inclusive culture that fosters growth, collaboration and acceptance. We celebrate our employees’ diverse voices and perspectives and know that when our employees feel empowered to bring their full, authentic selves to work, we are all better for it.
Leadership & Organizational Culture
Leaders play an integral role when it comes to shaping an organization’s culture. Our leaders advocate for the firm’s commitment to diversity, equity and inclusion (DE&I), sending a strong signal to our team and our community that it is beneficial to embrace voices and perspectives different from your own.
We want our team to be reflective of the diversity in our society because we recognize the value of those diverse voices and perspectives. We recognize the systemic barriers within the financial services industry that prevent full participation from historically underrepresented groups, and we work to be proactive in identifying and implementing strategies that reduce biases and promote a diverse pool of applicants through all stages of the hiring process.
Retention, Development & Advancement
While recruitment is often the focus of diversity initiatives, it does not tell the full story of whether all employees feel valued and empowered. By evaluating things like whether career advancement opportunities are being offered equitably across different groups or whether certain groups are leaving the firm at higher rates, we continually assess potential barriers to full participation and the inclusivity of our firm and our culture.
Network of Support
With DE&I efforts gaining traction with organizations across various industries, we use our influence and share best practices with others to help accelerate and sustain change. By building and developing these networks of support, we can help further inclusion efforts even outside our walls.
A well-established and reputable U.S. wealth management firm
100% privately owned
Over $5.8 billion of assets under management*
offices in san francisco, new york and los angeles
Approximately 97% client retention rate*
More than 75 employees with complementary and diverse skills*
A New Definition of Success
I was so fortunate to spend the early part of my career as one of 14 female brokers in Morgan Stanley’s Worldwide Private Client Services group at its New York headquarters. Challenging, yes, but a fantastic education. Before that, I’d worked in the audit and consulting departments for one of the largest accounting firms in the world.
When I thought about starting my own investment advisory firm, I wanted to take the best from both these experiences: Wall Street investment acumen with the personal attention and objectivity of accounting. I wanted a third ingredient, though. I wanted to integrate something I’d been fortunate to have in my life: the feeling of being part of a large, close-knit family. I’m lucky to work every day with teammates whose passion and dedication translates into value for every one of our clients.