Our sole purpose is to do what’s best on your behalf.
Our clients are high-net-worth investors. We pride ourselves in our fiduciary approach to act on their behalf in a direct, objective and transparent manner.
An investment adviser is considered a fiduciary according to the Investment Advisers Act of 1940. As such:
WrapManager and its supervised persons must conduct business in an honest, ethical and fair manner and avoid all circumstances that might negatively affect or appear to affect our duty of complete loyalty to all clients.
(800) 541-7774 Toll-free
(415) 541-9760 Fax
By Mail
WrapManager, Inc.
319 Miller Avenue
Mill Valley, CA 94941
Important Disclosure | Privacy Policy WrapManager, Inc., 319 Miller Avenue, Mill Valley, CA 94941 (800) 541-7774 toll-free | (415) 541-9760 fax | Click to email us © 2023 WrapManager, Inc. All Rights Reserved. WrapManager is an SEC-registered investment adviser. (1) qualified investors are those with $500K or more in investable assets