Wurts & Associates
Empowering our clients to achieve their investment objectives

Our Mission

Wurts & Associates provides research-driven investment solutions that enable institutional investors to prudently discharge their fiduciary responsibility. Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers our clients to achieve their investment objectives.

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News & Events

- Ian Toner’s recent Topic of Interest research paper, titled “Costs Ate My Alpha”, was published in aiCIO. This paper covers recent controversies related to flash trading, transiti... Read More

- Ian Toner, CFA Director of Strategic Research, has released this Topic of Interest paper to address recent news relating to hidden portfolio costs.  Scandals in transition management, ... Read More

Market News Headlines

Billionaire advocates for increasing a tax credit on wages as a way to attack the growing inequality in the U.S., but he's unsure of the benefits of raising the federal minimum wage.

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Office Locations


999 Third Avenue, Suite 4200
Seattle, Washington 98104
Tel: (206) 622-3700  Fax: (206) 622-0548

Los Angeles

2321 Rosecrans Avenue, Suite 2250
El Segundo, California 90245
Tel: (310) 297-1777  Fax: (310) 297-0878

Market Indices

NASDAQ current: 4,126.97 change:    0.00
DJIA current: 16,501.65 change:    -12.72
S&P current: 1,875.39 change:    -4.16